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 |
|---|---|---|---|---|---|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
514
shares
|
$291,453
0.09% of portfolio
|
Q1 2024
Reduced 17.23%
|
|
|
Ajo Vista, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
514
shares
|
$291,453
0.75% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
512
shares
|
$290,319
0.11% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
511
shares
|
$289,752
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
510
shares
|
$289,185
0.24% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
510
shares
|
$289,185
0.04% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
508
shares
|
$288,051
0.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
508
shares
|
$288,051
0.05% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Mas Advisors LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
508
shares
|
$288,051
0.62% of portfolio
|
Q1 2023
Reduced 13.57%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
506
shares
|
$286,917
0.07% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Vantage Consulting Group Inc
Virginia Beach, VA |
Aug 14, 2024 Q2 2024 |
505
shares
|
$286,350
0.42% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
505
shares
|
$286,350
0.18% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Jul 31, 2024 Q2 2024 |
505
shares
|
$286,350
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
504
shares
|
$285,783
0.01% of portfolio
|
Q4 2023
Reduced 49.8%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 12, 2024 Q2 2024 |
504
shares
|
$285,783
0.1% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
501
shares
|
$284,082
0.03% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Independent Family Office, LLC
|
Aug 14, 2024 Q2 2024 |
500
shares
|
$283,515
0.15% of portfolio
|
Q2 2024
Reduced 34.73%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
500
shares
|
$283,515
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$283,515
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
499
shares
|
$282,947
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
499
shares
|
$282,947
0.04% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
497
shares
|
$281,813
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
496
shares
|
$281,246
0.1% of portfolio
|
Q2 2024
Reduced 16.36%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
495
shares
|
$280,679
0.01% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
495
shares
|
$280,679
0.1% of portfolio
|
Q3 2024
New holding
|