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 |
|---|---|---|---|---|---|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$549,790
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
900
shares
|
$549,180
0.04% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$549,180
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
900
shares
|
$549,180
0.51% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$547,349
0.72% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
897
shares
|
$547,349
0.08% of portfolio
|
Q3 2024
Reduced 61.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
895
shares
|
$546,129
0.12% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
894
shares
|
$545,518
0.22% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$544,908
0.05% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
893
shares
|
$544,908
0.33% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$544,298
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
891
shares
|
$543,688
0.4% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
891
shares
|
$543,688
0.11% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
890
shares
|
$543,078
0.04% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
889
shares
|
$542,467
0.13% of portfolio
|
Q3 2024
Reduced 24.4%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
889
shares
|
$542,467
0.21% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
889
shares
|
$542,467
0.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
887
shares
|
$541,247
0.09% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
886
shares
|
$540,637
0.25% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
884
shares
|
$539,416
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
884
shares
|
$539,416
0.28% of portfolio
|
Q3 2024
Added 119.35%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
883
shares
|
$538,806
0.35% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
883
shares
|
$538,806
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
882
shares
|
$538,196
0.35% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
880
shares
|
$536,976
0.37% of portfolio
|
Q3 2024
Added 7.19%
|