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 |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
128
shares
|
$77,669
0.01% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
126
shares
|
$76,455
0.0% of portfolio
|
Q4 2023
Reduced 85.97%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
125
shares
|
$75,848
0.01% of portfolio
|
Q4 2021
Reduced 3.85%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
125
shares
|
$75,848
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
122
shares
|
$74,028
0.04% of portfolio
|
Q4 2021
Reduced 45.05%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
122
shares
|
$74,028
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
121
shares
|
$73,421
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
121
shares
|
$73,421
0.02% of portfolio
|
Q3 2021
Added 55.13%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
117
shares
|
$70,994
0.01% of portfolio
|
Q3 2024
Reduced 36.76%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
115
shares
|
$69,780
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
108
shares
|
$65,533
0.03% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$64,319
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
104
shares
|
$63,106
0.03% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
103
shares
|
$62,499
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$60,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
100
shares
|
$60,679
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
96
shares
|
$58,251
0.02% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
96
shares
|
$58,251
0.05% of portfolio
|
Q3 2024
Reduced 15.79%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
94
shares
|
$57,038
0.09% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
94
shares
|
$57,038
0.02% of portfolio
|
Q1 2024
Reduced 33.8%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
94
shares
|
$57,038
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
94
shares
|
$57,038
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
93
shares
|
$56,431
0.02% of portfolio
|
Q2 2023
Reduced 61.29%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
90
shares
|
$54,611
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
87
shares
|
$52,790
0.03% of portfolio
|
Q3 2024
New holding
|