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 |
|---|---|---|---|---|---|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
537
shares
|
$304,495
0.16% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
536
shares
|
$303,928
0.09% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
United Bank
Vienna, VA |
Aug 14, 2024 Q2 2024 |
536
shares
|
$303,928
0.03% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
535
shares
|
$303,361
0.08% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
534
shares
|
$302,794
0.29% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Aug 13, 2024 Q2 2024 |
532
shares
|
$301,659
0.01% of portfolio
|
Q2 2024
Added 9.24%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
531
shares
|
$301,092
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$299,391
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 14, 2024 Q2 2024 |
528
shares
|
$299,391
0.22% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 08, 2024 Q2 2024 |
528
shares
|
$299,391
0.24% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
527
shares
|
$298,824
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
527
shares
|
$298,824
0.26% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
527
shares
|
$298,824
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
526
shares
|
$298,257
0.24% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
525
shares
|
$297,690
0.06% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
524
shares
|
$297,123
0.07% of portfolio
|
Q2 2024
Reduced 19.26%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
524
shares
|
$297,123
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
523
shares
|
$296,556
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Aug 06, 2024 Q2 2024 |
520
shares
|
$294,855
0.16% of portfolio
|
Q2 2024
Reduced 39.95%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
518
shares
|
$293,721
0.11% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$293,154
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Aug 02, 2024 Q2 2024 |
517
shares
|
$293,154
0.18% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
515
shares
|
$292,020
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Foundry Partners, LLC
|
Aug 05, 2024 Q2 2024 |
515
shares
|
$292,020
0.01% of portfolio
|
Q1 2024
Reduced 5.5%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2024 Q2 2024 |
515
shares
|
$292,020
0.04% of portfolio
|
Q4 2023
Reduced 6.07%
|