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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
866
shares
|
$491,047
0.08% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
865
shares
|
$490,480
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
863
shares
|
$489,346
0.39% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
862
shares
|
$488,779
0.2% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
861
shares
|
$488,212
0.1% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$487,645
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
857
shares
|
$485,944
0.03% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
857
shares
|
$485,944
0.1% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
857
shares
|
$485,944
0.03% of portfolio
|
Q2 2024
Reduced 16.23%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$485,377
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
856
shares
|
$485,377
0.03% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
853
shares
|
$483,676
0.19% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 09, 2024 Q2 2024 |
851
shares
|
$482,542
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
850
shares
|
$481,975
0.1% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
850
shares
|
$481,975
0.31% of portfolio
|
Q2 2024
Reduced 9.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
849
shares
|
$481,408
0.09% of portfolio
|
Q3 2024
Reduced 82.86%
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
848
shares
|
$480,841
0.16% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jul 19, 2024 Q2 2024 |
848
shares
|
$480,841
0.1% of portfolio
|
Q4 2022
Reduced 2.19%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
847
shares
|
$480,274
0.37% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
845
shares
|
$479,140
0.16% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
844
shares
|
$478,573
0.07% of portfolio
|
Q3 2024
Added 41.37%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
842
shares
|
$477,439
0.28% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
|
Elite Wealth Management, Inc.
|
Aug 12, 2024 Q2 2024 |
841
shares
|
$476,872
0.09% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
841
shares
|
$476,872
0.27% of portfolio
|
Q2 2024
Reduced 3.0%
|