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 3,806 institutions that hold shares in the stock, with a total of 788 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
494
shares
|
$280,112
0.14% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 14, 2024 Q2 2024 |
493
shares
|
$279,545
0.16% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
492
shares
|
$278,978
0.11% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
492
shares
|
$278,978
0.13% of portfolio
|
Q2 2024
Reduced 28.28%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
491
shares
|
$278,411
0.07% of portfolio
|
Q2 2024
Added 6.51%
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
490
shares
|
$277,844
0.03% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Aug 14, 2024 Q2 2024 |
490
shares
|
$277,844
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
489
shares
|
$277,277
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
489
shares
|
$277,277
0.14% of portfolio
|
Q3 2024
Added 19.27%
|
|
|
Phoenix Wealth Advisors
|
Jul 17, 2024 Q2 2024 |
488
shares
|
$276,710
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
488
shares
|
$276,710
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
488
shares
|
$276,710
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
486
shares
|
$275,576
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
486
shares
|
$275,576
0.05% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$275,009
0.14% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$275,009
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$275,009
0.06% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
485
shares
|
$275,009
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
484
shares
|
$274,442
0.08% of portfolio
|
Q2 2024
Reduced 11.52%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
483
shares
|
$273,875
0.03% of portfolio
|
Q3 2024
Reduced 75.9%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
483
shares
|
$273,875
0.17% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
482
shares
|
$273,308
0.07% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
481
shares
|
$272,741
0.02% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2024 Q2 2024 |
481
shares
|
$272,741
0.09% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
480
shares
|
$272,174
0.08% of portfolio
|
Q3 2024
Added 12.94%
|