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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
234
shares
|
$130,518
0.01% of portfolio
|
Q4 2023
Added 2.18%
|
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
230
shares
|
$128,287
0.03% of portfolio
|
Q3 2021
Added 360.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
224
shares
|
$124,940
0.02% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Maj Invest Holding A
|
Oct 10, 2024 Q3 2024 |
222
shares
|
$123,824
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
218
shares
|
$121,593
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
217
shares
|
$121,036
0.11% of portfolio
|
Q1 2024
Reduced 42.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
216
shares
|
$120,478
0.03% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
213
shares
|
$118,805
0.08% of portfolio
|
Q2 2024
Reduced 58.48%
|
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
212
shares
|
$118,247
0.05% of portfolio
|
Q2 2024
Added 130.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
209
shares
|
$116,573
0.04% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
206
shares
|
$114,900
0.08% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
203
shares
|
$113,227
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$112,111
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Ckw Financial Group
|
Aug 14, 2024 Q2 2024 |
200
shares
|
$111,554
0.01% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$111,554
0.02% of portfolio
|
Q1 2023
Reduced 16.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
200
shares
|
$111,554
0.04% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
200
shares
|
$111,554
0.07% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
187
shares
|
$104,302
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$103,187
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
184
shares
|
$102,629
0.05% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
182
shares
|
$101,514
0.03% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
181
shares
|
$100,956
0.03% of portfolio
|
Q2 2024
Added 12.42%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
179
shares
|
$99,840
0.14% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
173
shares
|
$96,494
0.04% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
171
shares
|
$95,378
0.07% of portfolio
|
Q2 2024
Added 1.79%
|