Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,920 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
49,145
shares
|
$25.9 Million
0.73% of portfolio
|
Q4 2024
Added 23.04%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,959
shares
|
$25.8 Million
1.7% of portfolio
|
Q3 2024
Reduced 66.57%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
48,357
shares
|
$25.5 Million
0.58% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
47,644
shares
|
$25.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
46,944
shares
|
$24.8 Million
0.58% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
46,690
shares
|
$24.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
46,688
shares
|
$24.6 Million
2.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
46,537
shares
|
$24.5 Million
0.59% of portfolio
|
Q4 2024
Reduced 34.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
46,486
shares
|
$24.5 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,427
shares
|
$24.5 Million
1.68% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Banco Santander, S.A.
|
Feb 07, 2025 Q4 2024 |
46,381
shares
|
$24.5 Million
0.29% of portfolio
|
Q4 2024
Reduced 17.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,837
shares
|
$24.2 Million
0.66% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Feb 06, 2025 Q4 2024 |
45,400
shares
|
$23.9 Million
2.53% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
45,326
shares
|
$23.9 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
45,274
shares
|
$23.9 Million
1.88% of portfolio
|
Q4 2024
Added 38.14%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45,174
shares
|
$23.8 Million
0.55% of portfolio
|
Q3 2024
Added 847.04%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
45,126
shares
|
$23.8 Million
1.29% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
45,088
shares
|
$23.8 Million
0.57% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
44,946
shares
|
$23.7 Million
0.45% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
44,800
shares
|
$23.6 Million
0.64% of portfolio
|
Q4 2024
Added 7.76%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
44,714
shares
|
$23.6 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
44,709
shares
|
$23.6 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,547
shares
|
$23.5 Million
0.39% of portfolio
|
Q3 2024
Added 1275.33%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
44,249
shares
|
$23.3 Million
0.67% of portfolio
|
Q4 2024
Added 176.25%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
44,020
shares
|
$23.2 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.22%
|