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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
783
shares
|
$443,984
0.06% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
783
shares
|
$443,984
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
783
shares
|
$443,984
0.24% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Omnia Family Wealth, LLC
|
Aug 14, 2024 Q2 2024 |
782
shares
|
$443,417
0.17% of portfolio
|
Q2 2024
Added 9.68%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
782
shares
|
$443,417
0.09% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
782
shares
|
$443,417
0.42% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 08, 2024 Q2 2024 |
781
shares
|
$442,850
0.21% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 31, 2024 Q3 2024 |
778
shares
|
$441,149
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
776
shares
|
$440,015
0.06% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
776
shares
|
$440,015
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
774
shares
|
$438,881
0.02% of portfolio
|
Q2 2024
Reduced 95.68%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2024 Q2 2024 |
774
shares
|
$438,881
0.21% of portfolio
|
Q2 2024
Added 16.57%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
772
shares
|
$437,747
0.17% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
772
shares
|
$437,747
0.29% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$437,180
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
771
shares
|
$437,180
0.01% of portfolio
|
Q4 2023
Reduced 4.82%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$436,613
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
769
shares
|
$436,046
0.22% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
765
shares
|
$433,777
0.03% of portfolio
|
Q2 2024
Reduced 7.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$432,643
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
763
shares
|
$432,643
0.05% of portfolio
|
Q3 2024
Added 42.88%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2024 Q2 2024 |
762
shares
|
$432,076
0.25% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
761
shares
|
$431,509
0.17% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
760
shares
|
$430,942
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
759
shares
|
$430,375
0.03% of portfolio
|
Q3 2024
Added 25.45%
|