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 3,836 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 $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
451
shares
|
$273,662
0.01% of portfolio
|
Q2 2024
Added 9.2%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
451
shares
|
$273,662
0.05% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$273,055
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
450
shares
|
$273,055
0.13% of portfolio
|
Q3 2024
Reduced 96.09%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
450
shares
|
$273,055
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
450
shares
|
$273,055
0.07% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
450
shares
|
$273,055
0.02% of portfolio
|
Q2 2024
Reduced 98.68%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
449
shares
|
$272,448
0.06% of portfolio
|
Q3 2024
Added 16.32%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$272,448
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
449
shares
|
$272,448
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Oct 23, 2024 Q3 2024 |
448
shares
|
$271,841
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$271,235
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
447
shares
|
$271,235
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$271,235
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
445
shares
|
$270,021
0.08% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
444
shares
|
$269,414
0.06% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
444
shares
|
$269,414
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
444
shares
|
$269,414
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
441
shares
|
$267,594
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
441
shares
|
$267,594
0.04% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
439
shares
|
$266,380
0.0% of portfolio
|
Q3 2024
Reduced 96.85%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
438
shares
|
$265,774
0.02% of portfolio
|
Q1 2024
Added 12.02%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
438
shares
|
$265,774
0.11% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
437
shares
|
$265,167
0.08% of portfolio
|
Q3 2024
Reduced 99.81%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
437
shares
|
$265,167
0.22% of portfolio
|
Q3 2024
New holding
|