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 |
|---|---|---|---|---|---|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
500
shares
|
$295,435
0.02% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$295,435
0.1% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
499
shares
|
$294,844
0.03% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
499
shares
|
$294,844
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
499
shares
|
$294,844
0.01% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
499
shares
|
$294,844
0.04% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
497
shares
|
$293,662
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
495
shares
|
$292,480
0.01% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
495
shares
|
$292,480
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
494
shares
|
$291,889
0.14% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
492
shares
|
$290,708
0.11% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
491
shares
|
$290,117
0.07% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
490
shares
|
$289,526
0.19% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
489
shares
|
$288,935
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
489
shares
|
$288,935
0.14% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
488
shares
|
$288,344
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
488
shares
|
$288,344
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
486
shares
|
$287,162
0.02% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
486
shares
|
$287,162
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
486
shares
|
$287,162
0.05% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$286,571
0.14% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$286,571
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
485
shares
|
$286,571
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$286,571
0.06% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
485
shares
|
$286,571
0.05% of portfolio
|
Q3 2024
Added 2.11%
|