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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
642
shares
|
$391,748
0.07% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$390,528
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
639
shares
|
$389,917
0.18% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
638
shares
|
$389,307
0.24% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
635
shares
|
$387,477
0.06% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
634
shares
|
$386,866
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
633
shares
|
$386,256
0.21% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
633
shares
|
$386,256
0.19% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
632
shares
|
$385,646
0.03% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
630
shares
|
$384,426
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
629
shares
|
$383,815
0.27% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
629
shares
|
$383,815
0.25% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
627
shares
|
$382,595
0.14% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
627
shares
|
$382,595
0.2% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
627
shares
|
$382,595
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
627
shares
|
$382,595
0.2% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$381,375
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
624
shares
|
$380,764
0.17% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
624
shares
|
$380,764
0.11% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
624
shares
|
$380,764
0.13% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
623
shares
|
$380,154
0.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
621
shares
|
$378,934
0.25% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
621
shares
|
$378,934
0.16% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
618
shares
|
$377,103
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
617
shares
|
$376,493
0.06% of portfolio
|
Q3 2024
Added 9.98%
|