US91324PEQ19 - UnitedHealth Group Inc Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	4 total, 4 long only, 0 short only, 0 long/short - change of 14,06% MRQ
Alocarea medie a portofoliului	0.0845 % - change of -12,81% MRQ

Acțiuni instituționale (lung)	782.000 (ex 13D/G) - change of 0,03MM shares 3,99% MRQ
Valoare instituțională (lungă)	$ 806 USD ($1000)

Proprietatea instituțională și acționarii

UnitedHealth Group Inc (US:US91324PEQ19) are 4 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 782,000 acțiuni. Cei mai mari acționari includ MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class, MXFDX - Great-West Core Bond Fund Investor Class, Sofos Investments, Inc., and Financial Gravity Companies, Inc. .

UnitedHealth Group Inc (US91324PEQ19) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US91324PEQ19 / UnitedHealth Group Inc - 5.3% 2030-02-15 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

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Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-07-22	NP	DCFFX - Destinations Core Fixed Income Fund Class I			36	-81,38
2025-07-29	NP	ACPSX - Invesco Core Plus Bond Fund Class A			306	-47,96
2025-08-29	NP	Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I			3	0,00
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			394
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			311	0,32
2025-04-30	13F	Sofos Investments, Inc.	8.000	0,00	8	0,00
2025-06-30	NP	AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6			154	-42,91
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			23.223
2025-08-29	NP	QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A			121
2025-07-29	NP	MYCJ - SPDR SSGA My2030 Corporate Bond ETF			326	-1,52
2025-06-23	NP	PGDIX - Global Diversified Income Fund Institutional Class			104	1,98
2025-08-29	NP	PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio			290
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			906	0,33
2025-05-29	NP	JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I)			567	1,43
2025-08-21	NP	MXFDX - Great-West Core Bond Fund Investor Class	30.000	-95,20	31	-95,30
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.204	7,43
2025-06-26	NP	QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			835	-6,40
2025-05-29	NP	CANAX - American Funds Strategic Bond Fund Class 529-A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7.536	1,58
2025-08-25	NP	HIABX - Hartford Total Return Bond Hls Fund Ia			129
2025-06-25	NP	DBMIX - BNY Mellon Bond Market Index Fund Investor Shares			156	1,97
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			276	-0,36
2025-07-29	NP	ACCEX - Invesco Corporate Bond Fund Class C			2.925	-14,70
2025-08-29	NP	CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund			51	0,00
2025-08-26	NP	FASBX - Franklin Templeton SMACS: Series CP			9
2025-04-24	NP	IMTB - iShares Core 5-10 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			26	0,00
2025-05-22	NP	MXIOX - Great-West Inflation-Protected Securities Fund Institutional Class	736.000	0,00	760	1,61
2025-04-29	NP	STTIX - North Square Core Plus Bond Fund Class I			26	0,00
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			8.146	61,26
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class			271	0,37
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			230
2025-07-29	NP	Invesco Bond Fund This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			153	-15,08
2025-06-26	NP	DVRAX - MFS Global Alternative Strategy Fund A			93	2,20
2025-06-26	NP	MFBFX - MFS Corporate Bond Fund A			8.744	1,82
2025-08-27	NP	Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A			36
2025-07-25	NP	DIFAX - MFS Diversified Income Fund A			598	-34,79
2025-07-25	NP	EAGG - iShares ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			67	0,00
2025-07-29	NP	BSCU - Invesco BulletShares 2030 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6.981	-7,14
2025-08-26	NP	FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.626	0,33
2025-06-30	NP	GTO - Invesco Total Return Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			36	-50,68
2025-06-26	NP	BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.642	1,81
2025-08-26	NP	FACBX - Franklin Templeton SMACS: Series C			8
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			33
2025-08-27	NP	VIITX - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.846	0,35
2025-04-18	NP	AVIG - Avantis Core Fixed Income ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			566	-0,35
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			351	0,29
2025-04-25	NP	VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			33.972	-10,45
2025-07-25	NP	LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			11.246	24,90
2025-06-26	NP	NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			166	-22,43
2025-08-27	NP	JNL SERIES TRUST - JNL Bond Index Fund (I)			207	0,49
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.742	41,95
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			860
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			21.811	0,34
2025-08-29	NP	AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I			2	0,00
2025-08-25	NP	ABALX - AMERICAN BALANCED FUND Class A			3.003	0,37
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			414	0,49
2025-06-26	NP	IBDV - iShares iBonds Dec 2030 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.765	0,44
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5.475	-0,49
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			264	0,38
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			205
2025-08-28	NP	STFBX - State Farm Balanced Fund			259	0,00
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			154	-50,32
2025-06-25	NP	FSIG - First Trust Limited Duration Investment Grade Corporate ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3.634	1,82
2025-06-30	NP	NMKYX - North Square McKee Bond Fund Class Y			238	1,72
2025-08-27	NP	ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio			129	-83,20
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			430	-9,30
2025-08-29	NP	JAJNX - Investment Quality Bond Trust NAV			16
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			830	1,72
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			35	0,00
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10.624	0,34
2025-08-08	13F	Financial Gravity Companies, Inc.	8.000	0,00	8	0,00
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			1.036	0,29
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.968	-6,99
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			311	0,32