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 |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2024 Q2 2024 |
1,318
shares
|
$747,345
0.69% of portfolio
|
Q2 2024
Added 18.85%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,317
shares
|
$746,778
0.4% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
1,315
shares
|
$745,644
0.27% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$743,943
0.48% of portfolio
|
Q2 2024
Added 11.28%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,311
shares
|
$743,376
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
1,307
shares
|
$741,108
0.17% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
1,300
shares
|
$737,139
0.08% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
1,299
shares
|
$736,571
0.23% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Bck Partners, Inc.
|
Oct 25, 2024 Q3 2024 |
1,296
shares
|
$734,870
0.36% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,295
shares
|
$734,303
0.45% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 12, 2024 Q2 2024 |
1,295
shares
|
$734,303
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 15, 2024 Q2 2024 |
1,293
shares
|
$733,169
0.41% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 13, 2024 Q2 2024 |
1,292
shares
|
$732,602
0.15% of portfolio
|
Q2 2024
Reduced 71.29%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
1,292
shares
|
$732,602
0.16% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,288
shares
|
$730,334
0.26% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
1,286
shares
|
$729,200
0.34% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,280
shares
|
$725,798
0.75% of portfolio
|
Q4 2023
Added 759.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,279
shares
|
$725,231
0.15% of portfolio
|
Q3 2024
Added 154.27%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
1,279
shares
|
$725,231
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
1,275
shares
|
$722,963
0.14% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,275
shares
|
$722,963
0.48% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
1,273
shares
|
$721,829
0.46% of portfolio
|
Q2 2024
Reduced 9.97%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
1,271
shares
|
$720,695
0.24% of portfolio
|
Q2 2024
Added 80.03%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
1,270
shares
|
$720,128
0.09% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$720,128
0.15% of portfolio
|
Q1 2023
Added 2.42%
|