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 3,833 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
375
shares
|
$221,576
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
375
shares
|
$221,576
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Associates Inc
|
Nov 04, 2024 Q3 2024 |
375
shares
|
$221,576
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
375
shares
|
$221,576
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
374
shares
|
$220,985
0.04% of portfolio
|
Q3 2024
Reduced 51.24%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
373
shares
|
$220,394
0.18% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
373
shares
|
$220,394
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
373
shares
|
$220,394
0.03% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
373
shares
|
$220,394
0.14% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
372
shares
|
$219,803
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
371
shares
|
$219,212
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
371
shares
|
$219,212
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
368
shares
|
$217,440
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
367
shares
|
$216,849
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
367
shares
|
$216,849
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$216,849
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
367
shares
|
$216,849
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
366
shares
|
$216,258
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
365
shares
|
$215,667
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
364
shares
|
$215,076
0.06% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
363
shares
|
$214,485
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
362
shares
|
$213,894
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
359
shares
|
$212,122
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
357
shares
|
$210,940
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
356
shares
|
$210,349
0.06% of portfolio
|
Q3 2024
New holding
|