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 |
|---|---|---|---|---|---|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$611,825
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,078
shares
|
$611,258
0.27% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,077
shares
|
$610,691
0.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$609,557
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
1,074
shares
|
$608,990
0.03% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Salvus Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,069
shares
|
$606,155
0.39% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
1,069
shares
|
$606,155
0.16% of portfolio
|
Q4 2023
Added 3.86%
|
|
|
Hudson Value Partners, LLC
|
Oct 31, 2024 Q3 2024 |
1,069
shares
|
$606,155
0.25% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2024 Q2 2024 |
1,069
shares
|
$606,155
0.11% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
1,067
shares
|
$605,021
0.42% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,067
shares
|
$605,021
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,067
shares
|
$605,021
0.29% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
1,064
shares
|
$603,319
0.11% of portfolio
|
Q3 2024
Reduced 23.84%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
1,064
shares
|
$603,319
0.19% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,061
shares
|
$601,618
0.45% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
1,060
shares
|
$601,051
0.1% of portfolio
|
Q2 2024
Added 10.65%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,060
shares
|
$601,051
0.08% of portfolio
|
Q2 2024
Reduced 21.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
1,058
shares
|
$599,917
0.31% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
1,056
shares
|
$598,783
0.15% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Aug 06, 2024 Q2 2024 |
1,056
shares
|
$598,783
0.19% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Aug 06, 2024 Q2 2024 |
1,055
shares
|
$598,216
0.32% of portfolio
|
Q2 2024
Reduced 46.31%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
1,054
shares
|
$597,649
0.03% of portfolio
|
Q2 2024
Added 11.06%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$597,082
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,053
shares
|
$597,082
0.03% of portfolio
|
Q2 2024
Reduced 12.61%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 19, 2024 Q2 2024 |
1,053
shares
|
$597,082
0.04% of portfolio
|
N/A
|