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 3,833 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
545
shares
|
$322,024
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$320,842
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
542
shares
|
$320,251
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$320,251
0.18% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
541
shares
|
$319,660
0.03% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$319,069
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
540
shares
|
$319,069
0.22% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
539
shares
|
$318,478
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
538
shares
|
$317,888
0.11% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
537
shares
|
$317,297
0.15% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
537
shares
|
$317,297
0.1% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
537
shares
|
$317,297
0.12% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
536
shares
|
$316,706
0.09% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
536
shares
|
$316,706
0.04% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
535
shares
|
$316,115
0.08% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
534
shares
|
$315,524
0.29% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
531
shares
|
$313,751
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
531
shares
|
$313,751
0.16% of portfolio
|
Q3 2024
Added 115.85%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$311,979
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
528
shares
|
$311,979
0.22% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
527
shares
|
$311,388
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
527
shares
|
$311,388
0.26% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
526
shares
|
$310,797
0.24% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
525
shares
|
$310,206
0.06% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
524
shares
|
$309,615
0.07% of portfolio
|
Q2 2024
Reduced 19.26%
|