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 3,893 institutions that hold shares in the stock, with a total of 778 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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
40,399
shares
|
$21.3 Million
0.31% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
40,326
shares
|
$21.3 Million
0.61% of portfolio
|
Q4 2024
Added 205.5%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
40,277
shares
|
$21.2 Million
1.42% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
40,233
shares
|
$21.2 Million
10.6% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
40,171
shares
|
$21.2 Million
1.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Feb 11, 2025 Q4 2024 |
40,163
shares
|
$21.2 Million
5.03% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
40,162
shares
|
$21.2 Million
1.1% of portfolio
|
Q4 2024
Added 441.85%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
40,112
shares
|
$21.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
40,041
shares
|
$21.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 90.29%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
39,952
shares
|
$21.1 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Nov 13, 2024 Q3 2024 |
39,825
shares
|
$21 Million
1.84% of portfolio
|
Q2 2024
Added 24.16%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
39,729
shares
|
$21 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
39,204
shares
|
$20.7 Million
0.29% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,031
shares
|
$20.6 Million
0.35% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
38,993
shares
|
$20.6 Million
0.98% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
38,538
shares
|
$20.3 Million
0.65% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
38,520
shares
|
$20.3 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
38,225
shares
|
$20.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
38,193
shares
|
$20.1 Million
0.42% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
38,186
shares
|
$20.1 Million
3.22% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
38,079
shares
|
$20.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Unigestion Holding Sa
|
Nov 19, 2024 Q3 2024 |
38,059
shares
|
$20.1 Million
1.08% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
38,054
shares
|
$20.1 Million
2.83% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
37,974
shares
|
$20 Million
1.2% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
37,937
shares
|
$20 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.36%
|