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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
850
shares
|
$518,670
0.37% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
849
shares
|
$518,059
0.09% of portfolio
|
Q3 2024
Reduced 82.86%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
848
shares
|
$517,449
0.32% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
847
shares
|
$516,839
0.37% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
845
shares
|
$515,619
0.16% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
845
shares
|
$515,619
0.12% of portfolio
|
Q3 2024
Reduced 94.95%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
844
shares
|
$515,008
0.07% of portfolio
|
Q3 2024
Added 41.37%
|
|
|
Cairn Investment Group, Inc.
|
Oct 17, 2024 Q3 2024 |
841
shares
|
$513,178
0.27% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
841
shares
|
$513,178
0.1% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
840
shares
|
$512,568
0.06% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
840
shares
|
$512,568
0.29% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$512,568
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
838
shares
|
$511,347
0.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
836
shares
|
$510,127
0.05% of portfolio
|
Q3 2024
Reduced 72.94%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
834
shares
|
$508,906
0.25% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
834
shares
|
$508,906
0.26% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
833
shares
|
$508,296
0.05% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
833
shares
|
$508,296
0.4% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
831
shares
|
$507,076
0.25% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
827
shares
|
$504,635
0.25% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
826
shares
|
$504,025
0.12% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
825
shares
|
$503,415
0.39% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$502,804
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
823
shares
|
$502,194
0.08% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$500,974
0.63% of portfolio
|
Q3 2023
Added 0.37%
|