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 |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
421
shares
|
$255,458
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
421
shares
|
$255,458
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
421
shares
|
$255,458
0.04% of portfolio
|
Q3 2024
Reduced 60.28%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
420
shares
|
$254,851
0.05% of portfolio
|
Q3 2024
Reduced 17.32%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
419
shares
|
$254,245
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
419
shares
|
$254,245
0.04% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
419
shares
|
$254,245
0.2% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
418
shares
|
$253,638
0.12% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
418
shares
|
$253,638
0.03% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
418
shares
|
$253,638
0.13% of portfolio
|
Q3 2024
Added 18.41%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
417
shares
|
$253,031
0.15% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
417
shares
|
$253,031
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
416
shares
|
$252,424
0.02% of portfolio
|
Q3 2024
Reduced 18.11%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
415
shares
|
$251,817
0.01% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
413
shares
|
$250,604
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
413
shares
|
$250,604
0.14% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
412
shares
|
$249,997
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
412
shares
|
$249,997
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$248,783
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
410
shares
|
$248,783
0.14% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$248,783
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
408
shares
|
$247,570
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
408
shares
|
$247,570
0.05% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
408
shares
|
$247,570
0.18% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
408
shares
|
$247,570
0.09% of portfolio
|
Q3 2024
New holding
|