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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
578
shares
|
$327,743
0.22% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
577
shares
|
$327,176
0.05% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
575
shares
|
$326,042
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
574
shares
|
$325,475
0.28% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
573
shares
|
$324,908
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
572
shares
|
$324,341
0.19% of portfolio
|
Q2 2024
Added 10.42%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
571
shares
|
$323,774
0.14% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
570
shares
|
$323,207
0.05% of portfolio
|
Q3 2022
Reduced 34.33%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
568
shares
|
$322,073
0.04% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 14, 2024 Q2 2024 |
567
shares
|
$321,506
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
566
shares
|
$320,938
0.35% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
565
shares
|
$320,371
0.07% of portfolio
|
Q2 2024
Reduced 19.05%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
564
shares
|
$319,804
0.02% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
563
shares
|
$319,237
0.22% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
561
shares
|
$318,103
0.37% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
561
shares
|
$318,103
0.12% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
561
shares
|
$318,103
0.06% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Pacific Global Investment Management CO
|
Aug 09, 2024 Q2 2024 |
560
shares
|
$317,536
0.06% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
560
shares
|
$317,536
0.2% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
559
shares
|
$316,969
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
557
shares
|
$315,835
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
557
shares
|
$315,835
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
557
shares
|
$315,835
0.13% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$315,268
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
556
shares
|
$315,268
0.08% of portfolio
|
Q2 2024
Reduced 18.71%
|