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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$720,128
0.15% of portfolio
|
Q1 2023
Added 2.42%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
1,268
shares
|
$718,994
0.22% of portfolio
|
Q1 2024
Added 132.66%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2024 Q2 2024 |
1,268
shares
|
$718,994
0.2% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 14, 2024 Q2 2024 |
1,268
shares
|
$718,994
0.44% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
1,267
shares
|
$718,427
0.52% of portfolio
|
Q4 2023
New holding
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
1,266
shares
|
$717,859
0.31% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1,263
shares
|
$716,158
0.14% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,254
shares
|
$711,055
0.03% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
1,253
shares
|
$710,488
0.03% of portfolio
|
Q2 2024
Added 10.49%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,251
shares
|
$709,354
0.23% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
1,251
shares
|
$709,354
0.43% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Jul 26, 2024 Q2 2024 |
1,250
shares
|
$708,787
0.06% of portfolio
|
Q2 2024
Added 31.44%
|
|
|
Avory & Company, LLC
Miami, FL |
Aug 01, 2024 Q2 2024 |
1,249
shares
|
$708,220
0.45% of portfolio
|
Q1 2024
Reduced 15.67%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,248
shares
|
$707,653
0.24% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
1,248
shares
|
$707,653
0.2% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
1,247
shares
|
$707,086
0.26% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,247
shares
|
$707,086
0.07% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
1,240
shares
|
$703,117
0.03% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,238
shares
|
$701,983
0.36% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,237
shares
|
$701,416
0.49% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,237
shares
|
$701,416
0.31% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
1,236
shares
|
$700,849
0.05% of portfolio
|
Q2 2024
Reduced 17.76%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,234
shares
|
$699,715
0.39% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
1,234
shares
|
$699,715
0.59% of portfolio
|
Q2 2024
Added 5.11%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,233
shares
|
$699,147
0.19% of portfolio
|
Q3 2024
Reduced 0.16%
|