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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
435
shares
|
$257,028
0.18% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
435
shares
|
$257,028
0.07% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$257,028
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
434
shares
|
$256,437
0.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
434
shares
|
$256,437
0.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
433
shares
|
$255,846
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
433
shares
|
$255,846
0.09% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
433
shares
|
$255,846
0.12% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
432
shares
|
$255,255
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
430
shares
|
$254,074
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
429
shares
|
$253,483
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
429
shares
|
$253,483
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
428
shares
|
$252,892
0.09% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$252,892
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$251,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
425
shares
|
$251,119
0.09% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
425
shares
|
$251,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
424
shares
|
$250,528
0.11% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
423
shares
|
$249,938
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
423
shares
|
$249,938
0.12% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$249,347
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
422
shares
|
$249,347
0.04% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
421
shares
|
$248,756
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
421
shares
|
$248,756
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
421
shares
|
$248,756
0.04% of portfolio
|
Q3 2024
Reduced 60.28%
|