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 |
|---|---|---|---|---|---|
|
Columbia Asset Management
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
811
shares
|
$459,861
0.08% of portfolio
|
Q2 2024
Added 12.02%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
810
shares
|
$459,294
0.35% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
809
shares
|
$458,727
0.14% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
808
shares
|
$458,160
0.07% of portfolio
|
Q2 2024
Reduced 24.77%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
807
shares
|
$457,593
0.28% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
807
shares
|
$457,593
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$455,325
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
802
shares
|
$454,758
0.12% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
801
shares
|
$454,191
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
798
shares
|
$452,489
0.19% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
798
shares
|
$452,489
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
797
shares
|
$451,922
0.36% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
796
shares
|
$451,355
0.16% of portfolio
|
Q2 2024
Added 12.91%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
795
shares
|
$450,788
0.09% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
794
shares
|
$450,221
0.06% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
794
shares
|
$450,221
0.16% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
793
shares
|
$449,654
0.05% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
793
shares
|
$449,654
0.05% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
792
shares
|
$449,087
0.06% of portfolio
|
Q2 2024
Added 58.08%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$447,953
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
788
shares
|
$446,819
0.08% of portfolio
|
Q3 2024
Added 21.42%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
788
shares
|
$446,819
0.03% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
787
shares
|
$446,252
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
785
shares
|
$445,118
0.04% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$445,118
0.35% of portfolio
|
Q1 2023
Added 1.55%
|