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 |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
479
shares
|
$271,607
0.09% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
476
shares
|
$269,906
0.02% of portfolio
|
Q2 2024
Added 16.1%
|
|
|
Redwood Investments, LLC
|
Aug 14, 2024 Q2 2024 |
474
shares
|
$268,772
0.07% of portfolio
|
Q2 2024
Reduced 88.99%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
473
shares
|
$268,205
0.05% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
473
shares
|
$268,205
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
472
shares
|
$267,638
0.05% of portfolio
|
Q2 2024
Added 12.92%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 14, 2024 Q2 2024 |
472
shares
|
$267,638
0.09% of portfolio
|
Q1 2024
Reduced 1.67%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
472
shares
|
$267,638
0.19% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
472
shares
|
$267,638
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
471
shares
|
$267,071
0.22% of portfolio
|
Q2 2024
Added 563.38%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
471
shares
|
$267,071
0.06% of portfolio
|
Q2 2024
Added 12.14%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2024 Q2 2024 |
471
shares
|
$267,071
0.09% of portfolio
|
Q1 2024
Reduced 29.81%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
469
shares
|
$265,937
0.2% of portfolio
|
Q3 2024
Added 33.62%
|
|
|
Carroll Investors, Inc
|
Aug 13, 2024 Q2 2024 |
469
shares
|
$265,937
0.17% of portfolio
|
Q4 2023
Reduced 8.58%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
469
shares
|
$265,937
2.66% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
469
shares
|
$265,937
0.09% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
468
shares
|
$265,370
0.03% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 26, 2024 Q2 2024 |
466
shares
|
$264,235
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
465
shares
|
$263,668
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Jul 26, 2024 Q2 2024 |
464
shares
|
$263,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
464
shares
|
$263,101
0.17% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
463
shares
|
$262,534
0.09% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
463
shares
|
$262,534
0.02% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
462
shares
|
$261,967
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
David R. Rahn & Associates Inc.
|
Jul 24, 2024 Q2 2024 |
461
shares
|
$261,400
0.08% of portfolio
|
Q2 2024
New holding
|