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 3,836 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,029
shares
|
$627,895
0.01% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,029
shares
|
$627,895
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
1,026
shares
|
$626,065
0.37% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,025
shares
|
$625,455
0.3% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$624,844
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,024
shares
|
$624,844
0.12% of portfolio
|
Q3 2024
Reduced 51.33%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,024
shares
|
$624,844
0.49% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
1,021
shares
|
$623,014
0.03% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
1,019
shares
|
$621,793
0.21% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,017
shares
|
$620,573
0.17% of portfolio
|
Q3 2024
Reduced 37.03%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,013
shares
|
$618,132
0.44% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,011
shares
|
$616,912
0.14% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 22, 2024 Q3 2024 |
1,011
shares
|
$616,912
0.13% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,009
shares
|
$615,691
0.24% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Nov 05, 2024 Q3 2024 |
1,009
shares
|
$615,691
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
1,007
shares
|
$614,471
0.11% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$613,251
0.07% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
1,005
shares
|
$613,251
0.07% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,002
shares
|
$611,420
0.16% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,002
shares
|
$611,420
0.3% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$610,200
0.34% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
999
shares
|
$609,589
0.25% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
998
shares
|
$608,979
0.25% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
997
shares
|
$608,369
0.19% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
996
shares
|
$607,759
0.13% of portfolio
|
Q3 2024
Reduced 1.48%
|