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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
312
shares
|
$174,024
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
310
shares
|
$172,908
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
308
shares
|
$171,793
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
301
shares
|
$167,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$167,331
0.02% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
298
shares
|
$166,215
0.09% of portfolio
|
Q4 2023
Reduced 14.86%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
292
shares
|
$162,868
0.27% of portfolio
|
Q2 2024
Added 65.91%
|
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
290
shares
|
$161,753
0.12% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
283
shares
|
$157,848
0.05% of portfolio
|
Q1 2024
Reduced 80.26%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
280
shares
|
$156,175
0.06% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
277
shares
|
$154,502
0.03% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
275
shares
|
$153,386
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
274
shares
|
$152,828
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
274
shares
|
$152,828
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
265
shares
|
$147,809
0.05% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
264
shares
|
$147,251
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
259
shares
|
$144,462
0.01% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$141,115
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
249
shares
|
$138,884
0.04% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
246
shares
|
$137,211
0.08% of portfolio
|
Q2 2024
Reduced 85.7%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
245
shares
|
$136,653
0.04% of portfolio
|
Q3 2024
Reduced 11.23%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
245
shares
|
$136,653
0.03% of portfolio
|
Q3 2023
Reduced 15.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
242
shares
|
$134,980
0.02% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
238
shares
|
$132,749
0.04% of portfolio
|
Q2 2024
Reduced 47.35%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Aug 13, 2024 Q2 2024 |
237
shares
|
$132,191
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|