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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
642
shares
|
$364,033
0.07% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
642
shares
|
$364,033
0.26% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
641
shares
|
$363,466
0.08% of portfolio
|
Q2 2024
Reduced 6.29%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$362,899
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
639
shares
|
$362,332
0.18% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
638
shares
|
$361,765
0.09% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Aug 01, 2024 Q2 2024 |
637
shares
|
$361,198
0.26% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
637
shares
|
$361,198
0.21% of portfolio
|
Q3 2023
Added 21.8%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
633
shares
|
$358,929
0.21% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
633
shares
|
$358,929
0.19% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
632
shares
|
$358,362
0.03% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 09, 2024 Q2 2024 |
632
shares
|
$358,362
0.23% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
630
shares
|
$357,228
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
629
shares
|
$356,661
0.25% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
627
shares
|
$355,527
0.14% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
627
shares
|
$355,527
0.2% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
627
shares
|
$355,527
0.29% of portfolio
|
Q4 2022
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
627
shares
|
$355,527
0.2% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
626
shares
|
$354,960
0.03% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$354,393
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
624
shares
|
$353,826
0.17% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
624
shares
|
$353,826
0.11% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
624
shares
|
$353,826
0.13% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
623
shares
|
$353,259
0.11% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
622
shares
|
$352,692
0.03% of portfolio
|
Q2 2024
Reduced 78.72%
|