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 |
|---|---|---|---|---|---|
|
Adamsbrown Wealth Consultants LLC
|
Oct 11, 2024 Q3 2024 |
390
shares
|
$236,648
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
387
shares
|
$234,827
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
387
shares
|
$234,827
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
387
shares
|
$234,827
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
387
shares
|
$234,827
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
386
shares
|
$234,220
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
386
shares
|
$234,220
0.2% of portfolio
|
Q3 2023
Added 4.32%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
386
shares
|
$234,220
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
384
shares
|
$233,007
0.07% of portfolio
|
Q3 2024
Reduced 18.99%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
384
shares
|
$233,007
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
384
shares
|
$233,007
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$232,400
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
383
shares
|
$232,400
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
382
shares
|
$231,793
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
381
shares
|
$231,186
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
381
shares
|
$231,186
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
381
shares
|
$231,186
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
380
shares
|
$230,580
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
380
shares
|
$230,580
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
379
shares
|
$229,973
0.07% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
378
shares
|
$229,366
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
378
shares
|
$229,366
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
377
shares
|
$228,759
0.05% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
377
shares
|
$228,759
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
377
shares
|
$228,759
0.13% of portfolio
|
Q3 2024
New holding
|