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 3,956 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$10.1 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
18,971
shares
|
$10.1 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
18,964
shares
|
$10.1 Million
1.1% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
18,959
shares
|
$10.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
18,925
shares
|
$10.1 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
18,857
shares
|
$10 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
18,793
shares
|
$9.98 Million
0.36% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
18,713
shares
|
$9.94 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
18,595
shares
|
$9.88 Million
0.93% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
18,558
shares
|
$9.86 Million
0.11% of portfolio
|
Q3 2024
Added 1026.09%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
18,548
shares
|
$9.85 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
18,498
shares
|
$9.83 Million
0.61% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
18,465
shares
|
$9.81 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
18,464
shares
|
$9.81 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
18,406
shares
|
$9.78 Million
1.14% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
18,406
shares
|
$9.78 Million
0.16% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
18,381
shares
|
$9.76 Million
1.3% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
18,376
shares
|
$9.76 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
18,332
shares
|
$9.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
18,291
shares
|
$9.72 Million
4.53% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
18,138
shares
|
$9.63 Million
2.0% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,123
shares
|
$9.63 Million
0.29% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
18,101
shares
|
$9.61 Million
0.68% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,093
shares
|
$9.61 Million
0.58% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,972
shares
|
$9.55 Million
1.47% of portfolio
|
Q4 2024
Added 6.83%
|