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 |
|---|---|---|---|---|---|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
684
shares
|
$417,376
0.03% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
684
shares
|
$417,376
0.14% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
New World Advisors LLC
Hingham, MA |
Oct 24, 2024 Q3 2024 |
683
shares
|
$416,766
0.1% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
682
shares
|
$416,156
0.12% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
681
shares
|
$415,546
0.18% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
681
shares
|
$415,546
0.09% of portfolio
|
Q3 2024
Reduced 92.77%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
679
shares
|
$414,325
0.07% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
679
shares
|
$414,325
0.06% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
678
shares
|
$413,715
0.05% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
677
shares
|
$413,105
0.04% of portfolio
|
Q3 2024
Added 49.78%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
676
shares
|
$412,495
0.31% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
676
shares
|
$412,495
0.26% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
674
shares
|
$411,274
0.06% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
674
shares
|
$411,274
0.16% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
674
shares
|
$411,274
0.02% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 09, 2024 Q2 2024 |
673
shares
|
$410,664
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
672
shares
|
$410,054
0.03% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
672
shares
|
$410,054
0.41% of portfolio
|
Q2 2024
Added 12.37%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
672
shares
|
$410,054
0.37% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
670
shares
|
$408,834
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
670
shares
|
$408,834
0.31% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
669
shares
|
$408,223
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
667
shares
|
$407,003
0.02% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
667
shares
|
$407,003
0.14% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
666
shares
|
$406,393
0.3% of portfolio
|
Q3 2024
Reduced 1.91%
|