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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,909
shares
|
$12.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,893
shares
|
$12.8 Million
0.92% of portfolio
|
Q2 2022
Added 16.78%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
23,889
shares
|
$12.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
23,883
shares
|
$12.8 Million
1.22% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
23,828
shares
|
$12.7 Million
0.18% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
23,752
shares
|
$12.7 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
23,701
shares
|
$12.7 Million
0.78% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
23,528
shares
|
$12.6 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
23,514
shares
|
$12.6 Million
1.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Davis Rea Ltd.
|
Feb 05, 2025 Q4 2024 |
23,438
shares
|
$12.5 Million
6.02% of portfolio
|
Q4 2024
Added 31.21%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
23,425
shares
|
$12.5 Million
2.91% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
23,424
shares
|
$12.5 Million
0.64% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
23,351
shares
|
$12.5 Million
2.33% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
23,310
shares
|
$12.4 Million
1.29% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
23,271
shares
|
$12.4 Million
1.03% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
23,242
shares
|
$12.4 Million
0.11% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
23,220
shares
|
$12.4 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
23,193
shares
|
$12.4 Million
0.76% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$12.4 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
23,173
shares
|
$12.4 Million
3.88% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,144
shares
|
$12.4 Million
1.08% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Robeco Schweiz Ag
|
Feb 04, 2025 Q4 2024 |
22,971
shares
|
$12.3 Million
0.28% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,911
shares
|
$12.2 Million
0.69% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Nov 14, 2024 Q3 2024 |
22,824
shares
|
$12.2 Million
4.26% of portfolio
|
Q3 2024
Reduced 27.78%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
22,823
shares
|
$12.2 Million
0.34% of portfolio
|
Q4 2024
Added 1.04%
|