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 |
|---|---|---|---|---|---|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
793
shares
|
$483,888
0.43% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$483,278
0.24% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
790
shares
|
$482,058
0.02% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$482,058
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
788
shares
|
$480,837
0.08% of portfolio
|
Q3 2024
Added 21.42%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
787
shares
|
$480,227
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
785
shares
|
$479,007
0.04% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$479,007
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
783
shares
|
$477,786
0.06% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
783
shares
|
$477,786
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$477,786
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
782
shares
|
$477,176
0.09% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
779
shares
|
$475,345
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
778
shares
|
$474,735
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
776
shares
|
$473,515
0.06% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
776
shares
|
$473,515
0.08% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
776
shares
|
$473,515
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
774
shares
|
$472,294
0.02% of portfolio
|
Q2 2024
Reduced 95.68%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
772
shares
|
$471,074
0.29% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$470,464
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$469,854
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
769
shares
|
$469,243
0.22% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
765
shares
|
$466,803
0.03% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
764
shares
|
$466,192
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$465,582
0.15% of portfolio
|
Q2 2022
Added 6.86%
|