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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
378
shares
|
$210,837
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
377
shares
|
$210,279
0.05% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
377
shares
|
$210,279
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
377
shares
|
$210,279
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
376
shares
|
$209,721
0.13% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
375
shares
|
$209,163
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
375
shares
|
$209,163
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
375
shares
|
$209,163
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Associates Inc
|
Nov 04, 2024 Q3 2024 |
375
shares
|
$209,163
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
375
shares
|
$209,163
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
375
shares
|
$209,163
0.14% of portfolio
|
Q1 2024
Added 87.5%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
374
shares
|
$208,605
0.04% of portfolio
|
Q3 2024
Reduced 51.24%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
373
shares
|
$208,048
0.18% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
373
shares
|
$208,048
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
373
shares
|
$208,048
0.03% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
373
shares
|
$208,048
0.14% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
372
shares
|
$207,490
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
371
shares
|
$206,932
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
368
shares
|
$205,259
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
367
shares
|
$204,701
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
367
shares
|
$204,701
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$204,701
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
366
shares
|
$204,143
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
365
shares
|
$203,586
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
363
shares
|
$202,470
0.1% of portfolio
|
Q3 2024
New holding
|