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 |
|---|---|---|---|---|---|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
621
shares
|
$352,125
0.25% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
621
shares
|
$352,125
0.16% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
618
shares
|
$350,424
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Cyrus J. Lawrence, LLC
|
Aug 13, 2024 Q2 2024 |
616
shares
|
$349,290
0.06% of portfolio
|
Q2 2024
Reduced 96.12%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
616
shares
|
$349,290
0.19% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
615
shares
|
$348,723
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
613
shares
|
$347,589
0.31% of portfolio
|
Q3 2024
Added 26.92%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
612
shares
|
$347,022
0.08% of portfolio
|
Q1 2024
Reduced 29.13%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
611
shares
|
$346,455
0.13% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
610
shares
|
$345,888
0.09% of portfolio
|
Q3 2024
Reduced 42.45%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
610
shares
|
$345,888
0.11% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
610
shares
|
$345,888
0.01% of portfolio
|
Q4 2023
Reduced 14.08%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
610
shares
|
$345,888
0.1% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
608
shares
|
$344,754
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
608
shares
|
$344,754
0.03% of portfolio
|
Q2 2024
Reduced 21.65%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
607
shares
|
$344,187
0.08% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
607
shares
|
$344,187
0.22% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Coerente Capital Management
|
Oct 23, 2024 Q3 2024 |
605
shares
|
$343,053
0.07% of portfolio
|
Q2 2024
Added 39.08%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
605
shares
|
$343,053
0.07% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 07, 2024 Q3 2024 |
604
shares
|
$342,486
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
603
shares
|
$341,919
0.16% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
602
shares
|
$341,352
0.09% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
602
shares
|
$341,352
0.08% of portfolio
|
Q3 2024
Added 13.37%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
601
shares
|
$340,785
0.05% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
601
shares
|
$340,785
0.26% of portfolio
|
Q2 2024
Reduced 12.77%
|