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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,025
shares
|
$581,205
0.3% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
1,024
shares
|
$580,638
0.28% of portfolio
|
Q2 2024
Reduced 18.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$580,638
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Unionview, LLC
Seattle, WA |
Aug 02, 2024 Q2 2024 |
1,023
shares
|
$580,071
0.43% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
1,023
shares
|
$580,071
0.15% of portfolio
|
Q2 2024
Added 23.85%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
1,019
shares
|
$577,803
0.21% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,013
shares
|
$574,401
0.44% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,011
shares
|
$573,267
0.14% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,011
shares
|
$573,267
0.13% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
1,009
shares
|
$572,133
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,006
shares
|
$570,432
0.26% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
1,005
shares
|
$569,865
0.07% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,005
shares
|
$569,865
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,002
shares
|
$568,164
0.3% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$567,030
0.34% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 23, 2024 Q2 2024 |
1,000
shares
|
$567,030
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$567,030
0.07% of portfolio
|
Q2 2024
Reduced 52.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
999
shares
|
$566,462
0.25% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
998
shares
|
$565,895
0.25% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
997
shares
|
$565,328
0.19% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
996
shares
|
$564,761
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
996
shares
|
$564,761
0.22% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
995
shares
|
$564,194
0.02% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
995
shares
|
$564,194
0.37% of portfolio
|
Q3 2024
Added 3.65%
|