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 |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
230
shares
|
$139,561
0.03% of portfolio
|
Q3 2021
Added 360.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
227
shares
|
$137,741
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
224
shares
|
$135,920
0.02% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Maj Invest Holding A
|
Oct 10, 2024 Q3 2024 |
222
shares
|
$134,707
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
218
shares
|
$132,280
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
217
shares
|
$131,673
0.11% of portfolio
|
Q1 2024
Reduced 42.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
216
shares
|
$131,066
0.03% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
209
shares
|
$126,819
0.05% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
207
shares
|
$125,605
0.05% of portfolio
|
Q3 2024
Added 314.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
206
shares
|
$124,998
0.08% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
205
shares
|
$124,391
0.04% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
203
shares
|
$123,178
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$121,964
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$121,358
0.01% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
200
shares
|
$121,358
0.02% of portfolio
|
Q1 2023
Reduced 16.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
200
shares
|
$121,358
0.04% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
200
shares
|
$121,358
0.07% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
187
shares
|
$113,469
0.06% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$112,256
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
184
shares
|
$111,649
0.05% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
182
shares
|
$110,435
0.04% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
179
shares
|
$108,615
0.16% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
173
shares
|
$104,974
0.04% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
170
shares
|
$103,154
0.03% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
167
shares
|
$101,333
0.08% of portfolio
|
Q3 2024
Reduced 2.34%
|