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 |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
460
shares
|
$260,833
0.03% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Jul 23, 2024 Q2 2024 |
460
shares
|
$260,833
0.94% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
460
shares
|
$260,833
0.15% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
459
shares
|
$260,266
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
459
shares
|
$260,266
0.11% of portfolio
|
Q3 2024
Added 50.99%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
458
shares
|
$259,699
0.11% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$259,132
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
457
shares
|
$259,132
0.05% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
457
shares
|
$259,132
0.17% of portfolio
|
Q1 2024
Reduced 35.36%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
455
shares
|
$257,998
0.12% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Jul 23, 2024 Q2 2024 |
455
shares
|
$257,998
0.16% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Triton Wealth Management, Pllc
|
Oct 04, 2024 Q3 2024 |
453
shares
|
$256,864
0.15% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
451
shares
|
$255,730
0.01% of portfolio
|
Q2 2024
Added 9.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$255,730
0.05% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$255,163
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$255,163
0.13% of portfolio
|
Q3 2024
Reduced 96.09%
|
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
450
shares
|
$255,163
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
450
shares
|
$255,163
0.09% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
450
shares
|
$255,163
0.07% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
450
shares
|
$255,163
0.02% of portfolio
|
Q2 2024
Reduced 98.68%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
449
shares
|
$254,596
0.06% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$254,596
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
449
shares
|
$254,596
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 08, 2024 Q2 2024 |
448
shares
|
$254,029
0.13% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
448
shares
|
$254,029
0.09% of portfolio
|
Q3 2024
New holding
|