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 |
|---|---|---|---|---|---|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
1,436
shares
|
$814,255
0.4% of portfolio
|
Q2 2023
Reduced 11.9%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2024 Q2 2024 |
1,433
shares
|
$812,553
0.64% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$808,584
0.38% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1,423
shares
|
$806,883
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
1,417
shares
|
$803,481
0.05% of portfolio
|
Q2 2024
Added 26.74%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
1,412
shares
|
$800,646
0.18% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,408
shares
|
$798,378
0.48% of portfolio
|
Q3 2024
Added 116.28%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
1,406
shares
|
$797,244
0.33% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,405
shares
|
$796,677
0.09% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,404
shares
|
$796,110
0.44% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Trade Link Capital LLC
Chicago, IL |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$793,842
2.06% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
1,399
shares
|
$793,274
0.13% of portfolio
|
Q3 2024
Reduced 58.84%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,395
shares
|
$791,006
0.08% of portfolio
|
Q3 2024
Added 28.33%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,394
shares
|
$790,439
0.03% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$789,305
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Mitchell Sinkler & Starr
|
Aug 07, 2024 Q2 2024 |
1,389
shares
|
$787,604
0.18% of portfolio
|
Q2 2024
Added 23.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
1,388
shares
|
$787,037
0.12% of portfolio
|
Q2 2024
Reduced 14.85%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
1,382
shares
|
$783,635
0.52% of portfolio
|
Q3 2024
Added 125.45%
|
|
|
Verdad Advisers, LP
Boston, MA |
Aug 06, 2024 Q2 2024 |
1,381
shares
|
$783,068
0.82% of portfolio
|
Q2 2024
Added 32.53%
|
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
1,379
shares
|
$781,934
0.24% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
1,373
shares
|
$778,532
0.3% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
1,373
shares
|
$778,532
0.24% of portfolio
|
Q3 2024
Added 79.24%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 01, 2024 Q2 2024 |
1,372
shares
|
$777,965
0.55% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Washington Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,370
shares
|
$776,831
0.64% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,367
shares
|
$775,130
0.21% of portfolio
|
Q3 2024
Added 11.32%
|