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 |
|---|---|---|---|---|---|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
735
shares
|
$416,767
0.08% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
734
shares
|
$416,200
0.06% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2024 Q2 2024 |
734
shares
|
$416,200
0.07% of portfolio
|
Q2 2024
Added 76.87%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$415,632
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
733
shares
|
$415,632
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
730
shares
|
$413,931
0.16% of portfolio
|
Q3 2024
Reduced 15.61%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 12, 2024 Q2 2024 |
730
shares
|
$413,931
0.12% of portfolio
|
Q2 2024
Added 76.33%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
729
shares
|
$413,364
0.27% of portfolio
|
Q2 2024
Added 13.73%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
728
shares
|
$412,797
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
728
shares
|
$412,797
0.25% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
726
shares
|
$411,663
0.1% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
New England Research & Management, Inc.
|
Oct 07, 2024 Q3 2024 |
723
shares
|
$409,962
0.2% of portfolio
|
Q3 2024
Reduced 87.45%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
722
shares
|
$409,395
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 12, 2024 Q2 2024 |
722
shares
|
$409,395
0.01% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
722
shares
|
$409,395
0.15% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
721
shares
|
$408,828
0.23% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
719
shares
|
$407,694
0.13% of portfolio
|
Q2 2024
Added 15.78%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2024 Q2 2024 |
717
shares
|
$406,560
0.2% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
717
shares
|
$406,560
0.06% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$405,993
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
716
shares
|
$405,993
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2024 Q2 2024 |
714
shares
|
$404,859
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
714
shares
|
$404,859
0.16% of portfolio
|
Q2 2024
Reduced 11.85%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 13, 2024 Q2 2024 |
714
shares
|
$404,859
0.23% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Alpine Woods Capital Investors, LLC
|
Aug 06, 2024 Q2 2024 |
710
shares
|
$402,591
0.05% of portfolio
|
Q2 2024
Reduced 9.55%
|