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 |
|---|---|---|---|---|---|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,052
shares
|
$596,515
0.32% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
1,051
shares
|
$595,948
0.21% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
1,051
shares
|
$595,948
0.19% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
1,050
shares
|
$595,381
0.23% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,049
shares
|
$594,814
0.04% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
1,049
shares
|
$594,814
0.18% of portfolio
|
Q2 2024
Added 13.53%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
1,048
shares
|
$594,247
0.05% of portfolio
|
Q3 2024
Added 69.58%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$593,680
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$593,680
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
1,047
shares
|
$593,680
0.43% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$592,546
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,045
shares
|
$592,546
0.28% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,044
shares
|
$591,979
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,044
shares
|
$591,979
0.32% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,042
shares
|
$590,845
0.14% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$590,845
0.08% of portfolio
|
Q2 2023
Added 8.43%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,040
shares
|
$589,711
0.02% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Tcwp LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
1,039
shares
|
$589,144
1.31% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,037
shares
|
$588,010
0.35% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,033
shares
|
$585,741
0.2% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,033
shares
|
$585,741
0.15% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 13, 2024 Q2 2024 |
1,030
shares
|
$584,040
0.13% of portfolio
|
Q4 2023
Added 11.96%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,029
shares
|
$583,473
0.01% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Aug 05, 2024 Q2 2024 |
1,028
shares
|
$582,906
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,026
shares
|
$581,772
0.37% of portfolio
|
Q2 2024
Reduced 0.39%
|