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 |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,187
shares
|
$673,064
0.03% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,186
shares
|
$672,497
0.07% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,180
shares
|
$669,095
0.19% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
1,180
shares
|
$669,095
0.52% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
1,179
shares
|
$668,528
0.66% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,178
shares
|
$667,961
0.14% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$667,961
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,176
shares
|
$666,827
0.11% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
1,176
shares
|
$666,827
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
1,176
shares
|
$666,827
0.5% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$666,260
0.09% of portfolio
|
Q2 2024
Added 30.12%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
1,173
shares
|
$665,126
0.23% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,170
shares
|
$663,425
0.26% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
J.Safra Asset Management Corp
|
Jul 17, 2024 Q2 2024 |
1,170
shares
|
$663,425
0.06% of portfolio
|
Q2 2024
Added 78.35%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$662,858
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,166
shares
|
$661,156
0.07% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Aug 08, 2024 Q2 2024 |
1,165
shares
|
$660,589
0.39% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,165
shares
|
$660,589
0.47% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
1,164
shares
|
$660,022
0.15% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,162
shares
|
$658,888
0.06% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
1,161
shares
|
$658,321
0.5% of portfolio
|
Q2 2024
Added 29.29%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
1,159
shares
|
$657,187
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$656,620
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,155
shares
|
$654,919
0.09% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,154
shares
|
$654,352
0.12% of portfolio
|
Q3 2024
Added 18.36%
|