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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$506,357
0.05% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
893
shares
|
$506,357
0.33% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$505,790
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
891
shares
|
$505,223
0.4% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
891
shares
|
$505,223
0.11% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
890
shares
|
$504,656
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
889
shares
|
$504,089
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
884
shares
|
$501,254
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
884
shares
|
$501,254
0.28% of portfolio
|
Q3 2024
Added 119.35%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
883
shares
|
$500,687
0.35% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
882
shares
|
$500,120
0.35% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
880
shares
|
$498,986
0.37% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
878
shares
|
$497,852
0.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
877
shares
|
$497,285
0.21% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
875
shares
|
$496,151
0.17% of portfolio
|
Q2 2024
Added 8.43%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
874
shares
|
$495,584
0.08% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
872
shares
|
$494,450
0.25% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
871
shares
|
$493,883
0.33% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
869
shares
|
$492,749
0.02% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
869
shares
|
$492,749
0.29% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
869
shares
|
$492,749
0.23% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 09, 2024 Q2 2024 |
868
shares
|
$492,182
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
868
shares
|
$492,182
0.2% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 02, 2024 Q2 2024 |
866
shares
|
$491,047
0.25% of portfolio
|
Q2 2024
Reduced 0.46%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$491,047
0.7% of portfolio
|
Q3 2022
Added 79.3%
|