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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,111
shares
|
$629,970
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
1,111
shares
|
$629,970
0.24% of portfolio
|
Q2 2024
Reduced 34.8%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
1,108
shares
|
$628,269
0.08% of portfolio
|
Q2 2024
Added 9.06%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,106
shares
|
$627,135
0.15% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,103
shares
|
$625,434
0.29% of portfolio
|
Q2 2024
Added 42.51%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,102
shares
|
$624,867
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
First City Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
1,101
shares
|
$624,300
0.32% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 12, 2024 Q2 2024 |
1,100
shares
|
$623,733
0.03% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2024 Q2 2024 |
1,100
shares
|
$623,733
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,098
shares
|
$622,598
1.15% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
1,097
shares
|
$622,031
0.22% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
1,096
shares
|
$621,464
0.37% of portfolio
|
Q3 2024
Added 29.09%
|
|
|
Auxano Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,093
shares
|
$619,763
0.16% of portfolio
|
Q2 2024
Added 17.4%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
1,093
shares
|
$619,763
0.38% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,092
shares
|
$619,196
0.17% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
1,092
shares
|
$619,196
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,090
shares
|
$618,062
0.5% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
1,089
shares
|
$617,495
0.18% of portfolio
|
Q3 2024
Added 26.78%
|
|
|
Executive Wealth Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,088
shares
|
$616,928
0.09% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,088
shares
|
$616,928
0.57% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
1,087
shares
|
$616,361
0.22% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,086
shares
|
$615,794
0.17% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2024 Q2 2024 |
1,084
shares
|
$614,660
0.13% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,084
shares
|
$614,660
0.21% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$614,093
0.57% of portfolio
|
Q3 2023
Added 8.08%
|