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 |
|---|---|---|---|---|---|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
956
shares
|
$583,351
0.13% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$582,741
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
954
shares
|
$582,130
0.47% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
954
shares
|
$582,130
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
953
shares
|
$581,520
0.22% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
951
shares
|
$580,300
0.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
951
shares
|
$580,300
0.1% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
951
shares
|
$580,300
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
950
shares
|
$579,690
0.05% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$576,639
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
945
shares
|
$576,639
0.19% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
945
shares
|
$576,639
0.16% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
944
shares
|
$576,028
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
944
shares
|
$576,028
0.18% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
943
shares
|
$575,418
0.19% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
942
shares
|
$574,808
0.01% of portfolio
|
Q3 2024
Reduced 65.81%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
941
shares
|
$574,198
0.19% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
941
shares
|
$574,198
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
941
shares
|
$574,198
0.06% of portfolio
|
Q3 2024
Added 32.35%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
939
shares
|
$572,977
0.07% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
937
shares
|
$571,757
0.53% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
935
shares
|
$570,537
0.11% of portfolio
|
Q3 2024
Added 92.39%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
933
shares
|
$569,316
0.36% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
931
shares
|
$568,096
0.21% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
930
shares
|
$567,486
0.27% of portfolio
|
Q1 2024
Reduced 0.43%
|