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 |
|---|---|---|---|---|---|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
739
shares
|
$450,937
0.25% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
738
shares
|
$450,327
0.23% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
738
shares
|
$450,327
0.06% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
735
shares
|
$448,497
0.08% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
735
shares
|
$448,497
0.08% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
734
shares
|
$447,886
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
733
shares
|
$447,276
0.2% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$447,276
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
731
shares
|
$446,056
0.21% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
730
shares
|
$445,446
0.16% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
728
shares
|
$444,225
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
728
shares
|
$444,225
0.25% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
726
shares
|
$443,005
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
723
shares
|
$441,174
0.2% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
722
shares
|
$440,564
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
722
shares
|
$440,564
0.15% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
721
shares
|
$439,954
0.23% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
721
shares
|
$439,954
0.01% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
719
shares
|
$438,733
0.13% of portfolio
|
Q2 2024
Added 15.78%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
717
shares
|
$437,513
0.06% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
717
shares
|
$437,513
0.09% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$436,903
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
714
shares
|
$435,682
0.16% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
713
shares
|
$435,072
0.24% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
710
shares
|
$433,242
0.02% of portfolio
|
Q3 2024
Added 0.71%
|