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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
665
shares
|
$405,783
0.21% of portfolio
|
Q3 2024
Reduced 75.92%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
664
shares
|
$405,172
0.15% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
662
shares
|
$403,952
0.14% of portfolio
|
Q3 2024
Reduced 47.92%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
662
shares
|
$403,952
0.13% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
662
shares
|
$403,952
0.25% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
660
shares
|
$402,732
0.24% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
660
shares
|
$402,732
0.15% of portfolio
|
Q2 2024
Added 20.66%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
660
shares
|
$402,732
0.17% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
659
shares
|
$402,121
0.18% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
659
shares
|
$402,121
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
657
shares
|
$400,901
0.07% of portfolio
|
Q2 2024
Added 8.06%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
657
shares
|
$400,901
0.2% of portfolio
|
Q3 2024
Added 30.88%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
655
shares
|
$399,681
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
655
shares
|
$399,681
0.19% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
655
shares
|
$399,681
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
654
shares
|
$399,070
0.1% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
653
shares
|
$398,460
0.11% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
648
shares
|
$395,409
0.03% of portfolio
|
Q4 2022
Reduced 32.36%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
647
shares
|
$394,799
0.03% of portfolio
|
Q3 2023
Reduced 7.31%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
647
shares
|
$394,799
0.19% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
646
shares
|
$394,189
0.11% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
645
shares
|
$393,579
0.22% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
644
shares
|
$392,968
0.1% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
644
shares
|
$392,968
0.22% of portfolio
|
Q3 2024
Reduced 93.12%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
644
shares
|
$392,968
0.38% of portfolio
|
Q3 2024
Reduced 2.28%
|