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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$653,785
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
1,152
shares
|
$653,218
0.05% of portfolio
|
Q2 2024
Reduced 24.31%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$650,383
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,146
shares
|
$649,816
0.18% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
1,142
shares
|
$647,548
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
1,141
shares
|
$646,981
0.24% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
1,141
shares
|
$646,981
0.16% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,138
shares
|
$645,280
0.18% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 02, 2024 Q2 2024 |
1,135
shares
|
$643,579
0.4% of portfolio
|
Q2 2024
Added 149.45%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
1,135
shares
|
$643,579
0.13% of portfolio
|
Q2 2024
Added 2.62%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$643,579
0.2% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,134
shares
|
$643,012
0.01% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,131
shares
|
$641,310
0.34% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
1,128
shares
|
$639,609
0.04% of portfolio
|
Q2 2024
Added 27.31%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
1,127
shares
|
$639,042
0.28% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,126
shares
|
$638,475
0.22% of portfolio
|
Q3 2024
Added 54.25%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,124
shares
|
$637,341
0.24% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
1,121
shares
|
$635,640
0.04% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
1,120
shares
|
$635,073
0.19% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,119
shares
|
$634,506
0.43% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Mendel Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
1,116
shares
|
$632,805
0.37% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,114
shares
|
$631,671
0.13% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
1,114
shares
|
$631,671
0.16% of portfolio
|
Q2 2024
Added 12.19%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,113
shares
|
$631,104
0.09% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,111
shares
|
$629,970
0.09% of portfolio
|
Q2 2024
New holding
|