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 |
|---|---|---|---|---|---|
|
Phraction Management LLC
Stamford, CT |
Aug 01, 2024 Q2 2024 |
414
shares
|
$230,916
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 13, 2024 Q2 2024 |
413
shares
|
$230,359
0.11% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
413
shares
|
$230,359
0.14% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
412
shares
|
$229,801
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
412
shares
|
$229,801
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2024 Q2 2024 |
412
shares
|
$229,801
0.11% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$228,685
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
410
shares
|
$228,685
0.14% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$228,685
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
409
shares
|
$228,127
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
408
shares
|
$227,570
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
408
shares
|
$227,570
0.05% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
408
shares
|
$227,570
0.18% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
408
shares
|
$227,570
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
406
shares
|
$226,454
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
405
shares
|
$225,896
0.06% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 13, 2024 Q2 2024 |
405
shares
|
$225,896
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$225,896
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
405
shares
|
$225,896
0.19% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
404
shares
|
$225,339
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
404
shares
|
$225,339
0.02% of portfolio
|
Q2 2024
Reduced 36.58%
|
|
|
Davidson Trust CO
|
Jul 31, 2024 Q2 2024 |
403
shares
|
$224,781
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
401
shares
|
$223,665
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$223,108
0.09% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
400
shares
|
$223,108
0.13% of portfolio
|
Q3 2024
New holding
|