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 3,811 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
1,495
shares
|
$847,709
0.33% of portfolio
|
Q2 2024
Reduced 73.28%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
1,492
shares
|
$846,008
0.17% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$843,740
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
1,486
shares
|
$842,606
0.14% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
1,485
shares
|
$842,039
0.39% of portfolio
|
Q2 2024
Added 17.67%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
1,481
shares
|
$839,771
0.07% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Jul 26, 2024 Q2 2024 |
1,481
shares
|
$839,771
0.29% of portfolio
|
Q1 2024
Reduced 1.07%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 12, 2024 Q2 2024 |
1,481
shares
|
$839,771
0.61% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
1,475
shares
|
$836,369
0.69% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,475
shares
|
$836,369
0.17% of portfolio
|
Q2 2024
Reduced 10.5%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
1,474
shares
|
$835,802
0.08% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
1,474
shares
|
$835,802
0.44% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,470
shares
|
$833,534
0.57% of portfolio
|
Q2 2023
Added 5.45%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,470
shares
|
$833,534
0.07% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,465
shares
|
$830,698
0.41% of portfolio
|
Q3 2024
Reduced 73.15%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
1,464
shares
|
$830,131
0.58% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,463
shares
|
$829,564
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
1,456
shares
|
$825,595
0.38% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,454
shares
|
$824,461
0.43% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
1,448
shares
|
$821,059
0.31% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,446
shares
|
$819,925
0.17% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
1,446
shares
|
$819,925
0.53% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
1,445
shares
|
$819,358
0.18% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,438
shares
|
$815,389
0.56% of portfolio
|
Q2 2022
Reduced 31.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,437
shares
|
$814,822
0.08% of portfolio
|
Q3 2022
Reduced 0.42%
|