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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
555
shares
|
$314,701
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$314,134
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
552
shares
|
$313,000
0.1% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
552
shares
|
$313,000
0.07% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Elite Life Management LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
551
shares
|
$312,433
1.09% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
551
shares
|
$312,433
0.26% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
550
shares
|
$311,866
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
550
shares
|
$311,866
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
550
shares
|
$311,866
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
549
shares
|
$311,299
0.17% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$311,299
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$310,732
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$309,598
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
545
shares
|
$309,031
0.21% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
545
shares
|
$309,031
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 13, 2024 Q2 2024 |
545
shares
|
$309,031
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$307,897
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
543
shares
|
$307,897
0.02% of portfolio
|
Q2 2024
Reduced 21.08%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
542
shares
|
$307,330
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
542
shares
|
$307,330
0.18% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$306,196
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
539
shares
|
$305,629
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
539
shares
|
$305,629
0.16% of portfolio
|
Q2 2024
Added 17.69%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
538
shares
|
$305,062
0.1% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
537
shares
|
$304,495
0.15% of portfolio
|
Q3 2024
Reduced 67.16%
|