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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 02, 2024 Q2 2024 |
600
shares
|
$340,218
0.24% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
598
shares
|
$339,083
0.05% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
597
shares
|
$338,516
0.07% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
596
shares
|
$337,949
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
596
shares
|
$337,949
0.12% of portfolio
|
Q3 2024
Reduced 42.75%
|
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
595
shares
|
$337,382
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
594
shares
|
$336,815
0.22% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
593
shares
|
$336,248
0.11% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
592
shares
|
$335,681
0.1% of portfolio
|
Q3 2024
Added 50.64%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
592
shares
|
$335,681
0.13% of portfolio
|
Q1 2024
Added 1.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
588
shares
|
$333,413
0.02% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
587
shares
|
$332,846
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
587
shares
|
$332,846
0.06% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
587
shares
|
$332,846
0.04% of portfolio
|
Q3 2024
Added 38.44%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
584
shares
|
$331,145
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
584
shares
|
$331,145
0.12% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
584
shares
|
$331,145
0.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$331,145
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
583
shares
|
$330,578
0.03% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
583
shares
|
$330,578
0.06% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
583
shares
|
$330,578
0.12% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
583
shares
|
$330,578
0.23% of portfolio
|
Q4 2023
Added 9.38%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
581
shares
|
$329,444
0.1% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
581
shares
|
$329,444
0.24% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
579
shares
|
$328,310
0.16% of portfolio
|
Q3 2024
Reduced 1.19%
|