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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
878
shares
|
$535,755
0.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
874
shares
|
$533,314
0.08% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
871
shares
|
$531,484
0.33% of portfolio
|
Q3 2024
Added 24.07%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
869
shares
|
$530,263
0.02% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
869
shares
|
$530,263
0.29% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
869
shares
|
$530,263
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
869
shares
|
$530,263
0.22% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
869
shares
|
$530,263
0.23% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
868
shares
|
$529,653
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$528,433
0.7% of portfolio
|
Q3 2022
Added 79.3%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
865
shares
|
$527,823
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
863
shares
|
$526,602
0.39% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
862
shares
|
$525,992
0.2% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
860
shares
|
$524,772
0.28% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$524,772
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
857
shares
|
$522,941
0.03% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
857
shares
|
$522,941
0.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
857
shares
|
$522,941
0.03% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$522,331
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
856
shares
|
$522,331
0.03% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
854
shares
|
$521,110
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
853
shares
|
$520,500
0.19% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
853
shares
|
$520,500
0.21% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
851
shares
|
$519,280
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
850
shares
|
$518,670
0.1% of portfolio
|
Q3 2024
Added 36.44%
|