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 |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
1,365
shares
|
$773,995
0.1% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
1,365
shares
|
$773,995
0.15% of portfolio
|
Q2 2024
Added 11.07%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,364
shares
|
$773,428
0.36% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
1,364
shares
|
$773,428
0.13% of portfolio
|
Q2 2024
Added 9.21%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
1,364
shares
|
$773,428
0.74% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
1,363
shares
|
$772,861
0.14% of portfolio
|
Q1 2024
Added 17.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$770,026
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,358
shares
|
$770,026
0.07% of portfolio
|
Q3 2024
Reduced 52.91%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,353
shares
|
$767,191
0.19% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
1,353
shares
|
$767,191
0.12% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
1,350
shares
|
$765,490
0.4% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Birinyi Associates Inc
|
Aug 01, 2024 Q2 2024 |
1,350
shares
|
$765,490
0.21% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
1,345
shares
|
$762,655
0.33% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$761,521
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,343
shares
|
$761,521
0.46% of portfolio
|
Q3 2024
Added 103.18%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 13, 2024 Q2 2024 |
1,342
shares
|
$760,954
0.06% of portfolio
|
Q2 2024
Reduced 83.81%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Sep 16, 2024 Q2 2024 |
1,338
shares
|
$758,686
0.08% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 08, 2024 Q2 2024 |
1,336
shares
|
$757,552
0.01% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
1,335
shares
|
$756,985
0.24% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
1,332
shares
|
$755,283
0.06% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$754,149
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 02, 2024 Q2 2024 |
1,329
shares
|
$753,582
0.03% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,324
shares
|
$750,747
0.1% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
1,321
shares
|
$749,046
0.12% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
1,320
shares
|
$748,479
0.51% of portfolio
|
Q3 2024
Reduced 6.78%
|