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 |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
463
shares
|
$273,572
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
463
shares
|
$273,572
0.14% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
463
shares
|
$273,572
0.02% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
462
shares
|
$272,981
0.01% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
462
shares
|
$272,981
0.1% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
462
shares
|
$272,981
0.02% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
462
shares
|
$272,981
0.16% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
461
shares
|
$272,391
0.23% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
460
shares
|
$271,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 07, 2024 Q3 2024 |
460
shares
|
$271,800
1.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
460
shares
|
$271,800
0.15% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
459
shares
|
$271,209
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
459
shares
|
$271,209
0.11% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$270,027
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
457
shares
|
$270,027
0.17% of portfolio
|
Q1 2024
Reduced 35.36%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
455
shares
|
$268,845
0.12% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
455
shares
|
$268,845
0.18% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
454
shares
|
$268,254
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
453
shares
|
$267,664
0.15% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
453
shares
|
$267,664
0.19% of portfolio
|
Q3 2024
Reduced 28.89%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
452
shares
|
$267,073
0.05% of portfolio
|
Q3 2024
Added 63.18%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
452
shares
|
$267,073
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
451
shares
|
$266,482
0.01% of portfolio
|
Q2 2024
Added 9.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$266,482
0.05% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$265,891
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|