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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
958
shares
|
$543,214
0.15% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Cheviot Value Management, LLC
|
Aug 14, 2024 Q2 2024 |
956
shares
|
$542,080
0.1% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$541,513
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
955
shares
|
$541,513
0.06% of portfolio
|
Q2 2024
Reduced 94.08%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
953
shares
|
$540,379
0.22% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 14, 2024 Q2 2024 |
951
shares
|
$539,245
0.09% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
950
shares
|
$538,678
0.05% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
950
shares
|
$538,678
0.45% of portfolio
|
Q2 2024
Added 36.89%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$535,843
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 25, 2024 Q2 2024 |
945
shares
|
$535,843
0.17% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
945
shares
|
$535,843
0.16% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
944
shares
|
$535,276
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
944
shares
|
$535,276
0.18% of portfolio
|
Q3 2024
Reduced 31.79%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
943
shares
|
$534,709
0.19% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
942
shares
|
$534,142
0.19% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
942
shares
|
$534,142
0.01% of portfolio
|
Q3 2024
Reduced 65.81%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
941
shares
|
$533,575
0.19% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
941
shares
|
$533,575
0.06% of portfolio
|
Q3 2024
Added 32.35%
|
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
939
shares
|
$532,441
0.02% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
939
shares
|
$532,441
0.07% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 07, 2024 Q2 2024 |
938
shares
|
$531,874
0.07% of portfolio
|
Q2 2024
Added 27.97%
|
|
|
Seelaus Asset Management LLC
|
Aug 13, 2024 Q2 2024 |
937
shares
|
$531,307
0.51% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
935
shares
|
$530,173
0.11% of portfolio
|
Q3 2024
Added 92.39%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
930
shares
|
$527,337
0.27% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2024 Q2 2024 |
930
shares
|
$527,337
0.3% of portfolio
|
Q2 2024
Reduced 0.21%
|