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 |
|---|---|---|---|---|---|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,613
shares
|
$19.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
37,613
shares
|
$19.8 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
37,236
shares
|
$19.6 Million
0.29% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
37,235
shares
|
$19.6 Million
1.64% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Jlb & Associates Inc
|
Feb 03, 2025 Q4 2024 |
37,008
shares
|
$19.5 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,868
shares
|
$19.4 Million
0.36% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
36,843
shares
|
$19.4 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
36,773
shares
|
$19.4 Million
0.89% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
36,704
shares
|
$19.4 Million
2.52% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
36,404
shares
|
$19.2 Million
0.79% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
36,351
shares
|
$19.2 Million
1.67% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
36,336
shares
|
$19.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Parsifal Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
36,200
shares
|
$19.1 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,189
shares
|
$19.1 Million
5.4% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
36,161
shares
|
$19.1 Million
1.67% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
36,115
shares
|
$19 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,104
shares
|
$19 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
35,958
shares
|
$19 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
35,755
shares
|
$18.9 Million
2.35% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
35,652
shares
|
$18.8 Million
1.73% of portfolio
|
Q4 2024
Added 30.4%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
35,458
shares
|
$18.7 Million
0.25% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
35,267
shares
|
$18.6 Million
2.26% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Health Invest Partners Ab
|
Feb 04, 2025 Q4 2024 |
35,202
shares
|
$18.6 Million
8.55% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
35,127
shares
|
$18.5 Million
3.01% of portfolio
|
Q3 2024
Added 2430.76%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
35,099
shares
|
$18.5 Million
0.62% of portfolio
|
Q4 2024
Added 0.59%
|