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 3,836 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
561
shares
|
$340,409
0.19% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
561
shares
|
$340,409
0.37% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
561
shares
|
$340,409
0.12% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
560
shares
|
$339,802
0.06% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
560
shares
|
$339,802
0.2% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
557
shares
|
$337,982
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
557
shares
|
$337,982
0.13% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$337,375
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
556
shares
|
$337,375
0.08% of portfolio
|
Q2 2024
Reduced 18.71%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 12, 2024 Q3 2024 |
555
shares
|
$336,768
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
555
shares
|
$336,768
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
554
shares
|
$336,161
0.1% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$336,161
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
554
shares
|
$336,161
0.01% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
552
shares
|
$334,948
0.1% of portfolio
|
Q1 2024
Added 0.18%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
552
shares
|
$334,948
0.07% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
551
shares
|
$334,341
0.26% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
550
shares
|
$333,734
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
550
shares
|
$333,734
0.34% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
550
shares
|
$333,734
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
549
shares
|
$333,127
0.17% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$333,127
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$332,520
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$331,307
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
545
shares
|
$330,700
0.21% of portfolio
|
Q3 2023
Reduced 50.0%
|