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 |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
160
shares
|
$94,539
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
159
shares
|
$93,948
0.02% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
155
shares
|
$91,584
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
154
shares
|
$90,993
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
152
shares
|
$89,812
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
151
shares
|
$89,221
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
150
shares
|
$88,630
0.07% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$88,630
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
150
shares
|
$88,630
0.02% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
146
shares
|
$86,267
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$86,267
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
141
shares
|
$83,312
0.02% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$80,358
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
136
shares
|
$80,358
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
135
shares
|
$79,767
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
131
shares
|
$77,403
0.01% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$76,813
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$76,813
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$76,813
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
129
shares
|
$76,222
0.06% of portfolio
|
Q1 2024
Added 0.78%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$75,631
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$75,631
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
128
shares
|
$75,631
0.01% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
126
shares
|
$74,449
0.0% of portfolio
|
Q4 2023
Reduced 85.97%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
125
shares
|
$73,858
0.01% of portfolio
|
Q4 2021
Reduced 3.85%
|