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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
22,709
shares
|
$12.1 Million
1.1% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
22,561
shares
|
$12 Million
2.43% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
22,534
shares
|
$12 Million
2.58% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,517
shares
|
$12 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
22,463
shares
|
$12 Million
2.22% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
22,459
shares
|
$12 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
22,429
shares
|
$12 Million
2.29% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Iyo Bank, Ltd.
|
Feb 04, 2025 Q4 2024 |
22,410
shares
|
$12 Million
3.88% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
22,394
shares
|
$12 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
22,361
shares
|
$11.9 Million
2.17% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
22,281
shares
|
$11.9 Million
0.85% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
22,245
shares
|
$11.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
22,241
shares
|
$11.9 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
22,219
shares
|
$11.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 30.59%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
22,210
shares
|
$11.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 63.86%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
22,046
shares
|
$11.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
22,010
shares
|
$11.8 Million
2.48% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
21,866
shares
|
$11.7 Million
0.09% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
21,856
shares
|
$11.7 Million
0.32% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
21,840
shares
|
$11.7 Million
0.48% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
21,818
shares
|
$11.6 Million
1.66% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
21,746
shares
|
$11.6 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
21,676
shares
|
$11.6 Million
1.4% of portfolio
|
Q3 2024
Added 5098.08%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
21,572
shares
|
$11.5 Million
0.16% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Broderick Brian C
|
Nov 06, 2024 Q3 2024 |
21,497
shares
|
$11.5 Million
2.67% of portfolio
|
Q3 2024
Added 0.47%
|