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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
428
shares
|
$238,725
0.09% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 07, 2024 Q2 2024 |
427
shares
|
$238,167
0.09% of portfolio
|
Q2 2024
Reduced 91.17%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$237,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
425
shares
|
$237,052
0.09% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
424
shares
|
$236,494
0.11% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
424
shares
|
$236,494
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
423
shares
|
$235,936
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Aug 13, 2024 Q2 2024 |
423
shares
|
$235,936
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$235,378
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
421
shares
|
$234,821
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
421
shares
|
$234,821
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
421
shares
|
$234,821
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Harris Associates L P
Chicago, IL |
Aug 14, 2024 Q2 2024 |
420
shares
|
$234,263
0.0% of portfolio
|
Q2 2024
Reduced 67.19%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
420
shares
|
$234,263
0.05% of portfolio
|
Q3 2024
Reduced 17.32%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
419
shares
|
$233,705
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
419
shares
|
$233,705
0.04% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
418
shares
|
$233,147
0.12% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
418
shares
|
$233,147
0.03% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
417
shares
|
$232,590
0.15% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
417
shares
|
$232,590
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
417
shares
|
$232,590
0.1% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2024 Q2 2024 |
417
shares
|
$232,590
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
416
shares
|
$232,032
0.02% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
415
shares
|
$231,474
0.01% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Aug 02, 2024 Q2 2024 |
415
shares
|
$231,474
0.08% of portfolio
|
Q2 2024
Reduced 13.0%
|