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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,232
shares
|
$698,580
0.4% of portfolio
|
Q2 2023
Reduced 27.61%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
1,226
shares
|
$695,178
0.02% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,225
shares
|
$694,611
0.11% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Capital Management Associates
New York, NY |
Aug 07, 2024 Q2 2024 |
1,223
shares
|
$693,477
0.76% of portfolio
|
Q2 2024
Reduced 32.06%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,221
shares
|
$692,343
0.12% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,221
shares
|
$692,343
0.21% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$691,209
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,218
shares
|
$690,642
0.2% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,218
shares
|
$690,642
0.07% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 31, 2024 Q3 2024 |
1,215
shares
|
$688,941
0.57% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
1,213
shares
|
$687,807
0.46% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
1,211
shares
|
$686,673
0.07% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$686,106
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$684,405
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,207
shares
|
$684,405
0.28% of portfolio
|
Q3 2024
Added 121.47%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$684,405
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
1,205
shares
|
$683,271
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$680,436
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
1,199
shares
|
$679,868
0.33% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
1,198
shares
|
$679,301
0.05% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Windward Capital Management CO
|
Nov 01, 2024 Q3 2024 |
1,195
shares
|
$677,600
0.06% of portfolio
|
Q3 2024
Added 181.84%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 12, 2024 Q2 2024 |
1,195
shares
|
$677,600
0.08% of portfolio
|
Q2 2024
Added 11.79%
|
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
1,194
shares
|
$677,033
0.05% of portfolio
|
Q2 2024
Added 13.93%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,193
shares
|
$676,466
0.3% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$675,899
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|