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 |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
820
shares
|
$500,364
0.2% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
819
shares
|
$499,753
0.18% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
819
shares
|
$499,753
0.13% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
819
shares
|
$499,753
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
818
shares
|
$499,143
0.32% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
818
shares
|
$499,143
0.04% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
816
shares
|
$497,923
0.19% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
815
shares
|
$497,313
0.11% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
814
shares
|
$496,702
0.03% of portfolio
|
Q3 2024
Reduced 82.65%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
812
shares
|
$495,482
0.03% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
810
shares
|
$494,262
0.35% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 07, 2024 Q3 2024 |
809
shares
|
$493,651
0.14% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
807
shares
|
$492,431
0.28% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
807
shares
|
$492,431
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$489,990
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
802
shares
|
$489,380
0.12% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
801
shares
|
$488,770
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
798
shares
|
$486,939
0.19% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
797
shares
|
$486,329
0.36% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
796
shares
|
$485,719
0.16% of portfolio
|
Q2 2024
Added 12.91%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
795
shares
|
$485,109
0.04% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
795
shares
|
$485,109
0.09% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
794
shares
|
$484,498
0.06% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
794
shares
|
$484,498
0.16% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
793
shares
|
$483,888
0.05% of portfolio
|
Q3 2024
Added 14.1%
|