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 |
|---|---|---|---|---|---|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
996
shares
|
$607,759
0.19% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
995
shares
|
$607,149
0.02% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
995
shares
|
$607,149
0.37% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
993
shares
|
$605,928
0.21% of portfolio
|
Q3 2024
Added 9.85%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$604,708
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
990
shares
|
$604,098
0.28% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$603,487
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$602,267
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Palmer Knight CO
|
Oct 31, 2024 Q3 2024 |
985
shares
|
$601,047
0.26% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
985
shares
|
$601,047
0.24% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
984
shares
|
$600,436
0.45% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
984
shares
|
$600,436
0.29% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
982
shares
|
$599,216
0.41% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
981
shares
|
$598,606
0.16% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
978
shares
|
$596,775
0.07% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
978
shares
|
$596,775
0.71% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
976
shares
|
$595,555
0.16% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$594,945
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
975
shares
|
$594,945
0.04% of portfolio
|
Q1 2024
Reduced 57.59%
|
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
973
shares
|
$593,724
0.43% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
973
shares
|
$593,724
0.23% of portfolio
|
Q3 2024
Added 32.92%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
966
shares
|
$589,453
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
963
shares
|
$587,622
0.3% of portfolio
|
Q3 2024
Added 76.05%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
958
shares
|
$584,571
0.15% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
957
shares
|
$583,961
0.08% of portfolio
|
Q3 2024
Added 20.83%
|