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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$253,462
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
447
shares
|
$253,462
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Winton Group LTD
London, X0 |
Aug 09, 2024 Q2 2024 |
447
shares
|
$253,462
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$253,462
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
445
shares
|
$252,328
0.07% of portfolio
|
Q4 2023
Reduced 0.45%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
444
shares
|
$251,761
0.06% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
444
shares
|
$251,761
0.04% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 18, 2024 Q3 2024 |
444
shares
|
$251,761
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
444
shares
|
$251,761
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
441
shares
|
$250,060
0.04% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
438
shares
|
$248,359
0.02% of portfolio
|
Q1 2024
Added 12.02%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
438
shares
|
$248,359
0.11% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
437
shares
|
$247,792
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$247,225
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
435
shares
|
$246,658
0.1% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
435
shares
|
$246,658
0.18% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$246,658
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
434
shares
|
$246,091
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
434
shares
|
$246,091
0.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
433
shares
|
$245,523
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
433
shares
|
$245,523
0.09% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
433
shares
|
$245,523
0.12% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Barr E S & CO
Lexington, KY |
Aug 14, 2024 Q2 2024 |
431
shares
|
$244,389
0.01% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
430
shares
|
$243,822
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
429
shares
|
$243,255
0.02% of portfolio
|
Q3 2024
New holding
|