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 |
|---|---|---|---|---|---|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
710
shares
|
$433,242
0.07% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
710
shares
|
$433,242
0.03% of portfolio
|
Q3 2024
Reduced 47.09%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
709
shares
|
$432,631
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
707
shares
|
$431,411
0.08% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
706
shares
|
$430,801
0.23% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
706
shares
|
$430,801
0.01% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
705
shares
|
$430,191
0.15% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
702
shares
|
$428,360
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
701
shares
|
$427,750
0.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$427,750
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$427,140
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
700
shares
|
$427,140
0.09% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$427,140
0.33% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$426,529
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
699
shares
|
$426,529
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
698
shares
|
$425,919
0.03% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
697
shares
|
$425,309
0.02% of portfolio
|
Q4 2023
Reduced 10.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
695
shares
|
$424,089
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
694
shares
|
$423,478
0.13% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
690
shares
|
$421,038
0.18% of portfolio
|
Q3 2024
Added 26.61%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
689
shares
|
$420,427
0.2% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$419,817
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
688
shares
|
$419,817
0.2% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
688
shares
|
$419,817
0.35% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
687
shares
|
$419,207
0.32% of portfolio
|
Q4 2021
New holding
|