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 |
|---|---|---|---|---|---|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
926
shares
|
$525,069
0.33% of portfolio
|
Q3 2024
Reduced 63.87%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
926
shares
|
$525,069
0.38% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
925
shares
|
$524,502
0.02% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
924
shares
|
$523,935
0.17% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
922
shares
|
$522,801
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
919
shares
|
$521,100
0.28% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
919
shares
|
$521,100
0.23% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
913
shares
|
$517,698
0.24% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
910
shares
|
$515,997
0.39% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$514,863
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
908
shares
|
$514,863
0.23% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$514,863
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$514,296
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
906
shares
|
$513,729
0.17% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
905
shares
|
$513,162
0.25% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$513,162
4.62% of portfolio
|
Q3 2022
Added 16.93%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
903
shares
|
$512,028
0.12% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
903
shares
|
$512,028
0.38% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$510,894
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
900
shares
|
$510,327
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
900
shares
|
$510,327
0.08% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
900
shares
|
$510,327
0.51% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Peterson Wealth Services
|
Jul 30, 2024 Q2 2024 |
897
shares
|
$508,625
0.16% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$508,625
0.72% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
895
shares
|
$507,491
0.12% of portfolio
|
Q3 2024
Added 7.06%
|