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 |
|---|---|---|---|---|---|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 13, 2024 Q2 2024 |
666
shares
|
$377,641
0.02% of portfolio
|
Q2 2024
Reduced 21.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
665
shares
|
$377,074
0.21% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
664
shares
|
$376,507
0.15% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
660
shares
|
$374,239
0.24% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
660
shares
|
$374,239
0.14% of portfolio
|
Q2 2024
Added 20.66%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
660
shares
|
$374,239
0.17% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 23, 2024 Q2 2024 |
659
shares
|
$373,672
0.21% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
659
shares
|
$373,672
0.35% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
659
shares
|
$373,672
0.18% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
659
shares
|
$373,672
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Jul 26, 2024 Q2 2024 |
658
shares
|
$373,105
0.17% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
657
shares
|
$372,538
0.09% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
657
shares
|
$372,538
0.07% of portfolio
|
Q2 2024
Added 8.06%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
657
shares
|
$372,538
0.2% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
655
shares
|
$371,404
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
655
shares
|
$371,404
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
654
shares
|
$370,837
0.1% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
648
shares
|
$367,435
0.03% of portfolio
|
Q4 2022
Reduced 32.36%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
648
shares
|
$367,435
0.13% of portfolio
|
Q2 2024
Reduced 4.99%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
647
shares
|
$366,868
0.03% of portfolio
|
Q3 2023
Reduced 7.31%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
647
shares
|
$366,868
0.05% of portfolio
|
Q2 2024
Reduced 2.27%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
647
shares
|
$366,868
0.19% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
646
shares
|
$366,301
0.11% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
645
shares
|
$365,734
0.22% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
644
shares
|
$365,167
0.22% of portfolio
|
Q3 2024
Reduced 93.12%
|