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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
362
shares
|
$201,912
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
359
shares
|
$200,239
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
357
shares
|
$199,123
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
356
shares
|
$198,566
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
355
shares
|
$198,008
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
355
shares
|
$198,008
0.12% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
354
shares
|
$197,450
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
353
shares
|
$196,892
0.11% of portfolio
|
Q2 2024
Added 16.5%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$196,335
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
352
shares
|
$196,335
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Villere St Denis J & CO LLC
|
Nov 01, 2024 Q3 2024 |
351
shares
|
$195,777
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
350
shares
|
$195,219
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
349
shares
|
$194,661
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
344
shares
|
$191,872
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
343
shares
|
$191,315
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Jul 31, 2024 Q2 2024 |
340
shares
|
$189,641
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
333
shares
|
$185,737
0.98% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
332
shares
|
$185,179
0.08% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
331
shares
|
$184,621
0.06% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
319
shares
|
$177,928
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
318
shares
|
$177,370
0.04% of portfolio
|
Q2 2024
Reduced 5.92%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
318
shares
|
$177,370
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
317
shares
|
$176,813
0.1% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
314
shares
|
$175,139
0.04% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
313
shares
|
$174,582
0.09% of portfolio
|
Q3 2024
Reduced 6.57%
|