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 |
|---|---|---|---|---|---|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
759
shares
|
$430,375
0.31% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
755
shares
|
$428,107
0.1% of portfolio
|
Q2 2024
Reduced 33.19%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
754
shares
|
$427,540
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
751
shares
|
$425,839
0.17% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
749
shares
|
$424,705
0.3% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
748
shares
|
$424,138
0.04% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
748
shares
|
$424,138
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$423,571
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$423,004
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
746
shares
|
$423,004
0.14% of portfolio
|
Q3 2024
Added 14.42%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
746
shares
|
$423,004
0.22% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
|
Truepoint, Inc.
|
Aug 05, 2024 Q2 2024 |
745
shares
|
$422,437
0.01% of portfolio
|
Q2 2024
Reduced 7.91%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
744
shares
|
$421,870
0.06% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
743
shares
|
$421,303
0.12% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
743
shares
|
$421,303
0.13% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
742
shares
|
$420,736
0.06% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
742
shares
|
$420,736
0.05% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$420,169
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Westshore Wealth, LLC
|
Oct 31, 2024 Q2 2024 |
740
shares
|
$419,602
0.16% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 13, 2024 Q2 2024 |
740
shares
|
$419,602
0.1% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
739
shares
|
$419,035
0.16% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Financial Planning & Information Services, Inc.
|
Aug 13, 2024 Q2 2024 |
738
shares
|
$418,468
0.06% of portfolio
|
Q1 2024
Reduced 3.91%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
738
shares
|
$418,468
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
738
shares
|
$418,468
0.06% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Jul 26, 2024 Q2 2024 |
736
shares
|
$417,334
3.0% of portfolio
|
Q4 2023
Reduced 10.57%
|