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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
841
shares
|
$476,872
0.1% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
840
shares
|
$476,305
0.06% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
840
shares
|
$476,305
0.29% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$476,305
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
840
shares
|
$476,305
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
835
shares
|
$473,470
0.19% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
Bank Of Marin
Novato, CA |
Aug 09, 2024 Q2 2024 |
835
shares
|
$473,470
0.37% of portfolio
|
Q2 2024
Added 18.95%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
833
shares
|
$472,335
0.05% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2024 Q2 2024 |
831
shares
|
$471,201
0.23% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Hamilton Wealth, LLC
|
Aug 13, 2024 Q2 2024 |
830
shares
|
$470,634
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
827
shares
|
$468,933
0.24% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
360 Financial, Inc.
|
Aug 09, 2024 Q2 2024 |
826
shares
|
$468,366
0.16% of portfolio
|
Q1 2024
Reduced 17.89%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
825
shares
|
$467,799
0.39% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$467,232
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
823
shares
|
$466,665
0.08% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$465,531
0.63% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
820
shares
|
$464,964
0.2% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Veery Capital, LLC
|
Jul 18, 2024 Q2 2024 |
819
shares
|
$464,397
0.17% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
819
shares
|
$464,397
0.13% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Greenland Capital Management LP
New York, NY |
Aug 13, 2024 Q2 2024 |
819
shares
|
$464,397
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
818
shares
|
$463,830
0.32% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
818
shares
|
$463,830
0.04% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
816
shares
|
$462,696
0.19% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
815
shares
|
$462,129
0.1% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
812
shares
|
$460,428
0.04% of portfolio
|
Q2 2024
Reduced 1.1%
|