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 |
|---|---|---|---|---|---|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
709
shares
|
$402,024
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
707
shares
|
$400,890
0.08% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
706
shares
|
$400,323
0.23% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Merriman Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
705
shares
|
$399,756
0.02% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
702
shares
|
$398,055
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$397,488
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$396,921
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
700
shares
|
$396,921
0.09% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$396,921
0.33% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2024 Q2 2024 |
700
shares
|
$396,921
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Shay Capital LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
700
shares
|
$396,921
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
699
shares
|
$396,353
0.18% of portfolio
|
Q2 2024
Added 33.4%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
697
shares
|
$395,219
0.02% of portfolio
|
Q4 2023
Reduced 10.41%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
695
shares
|
$394,085
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
694
shares
|
$393,518
0.13% of portfolio
|
Q3 2024
Reduced 13.68%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
693
shares
|
$392,951
0.03% of portfolio
|
Q2 2024
Added 38.6%
|
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
692
shares
|
$392,384
0.18% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
690
shares
|
$391,250
0.18% of portfolio
|
Q3 2024
Added 26.61%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
689
shares
|
$390,683
0.19% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Fortem Financial Group, LLC
|
Aug 02, 2024 Q2 2024 |
689
shares
|
$390,683
0.15% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$390,116
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
688
shares
|
$390,116
0.35% of portfolio
|
Q4 2023
Added 0.44%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
687
shares
|
$389,549
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
684
shares
|
$387,848
0.03% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Jul 31, 2024 Q2 2024 |
684
shares
|
$387,848
0.14% of portfolio
|
Q1 2024
Reduced 19.05%
|