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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
53
shares
|
$29,561
0.01% of portfolio
|
Q3 2024
Added 152.38%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
52
shares
|
$29,004
0.0% of portfolio
|
Q3 2022
Added 160.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
51
shares
|
$28,446
0.02% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
50
shares
|
$27,888
0.01% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Chelsea Counsel CO
|
Jun 14, 2024 Q1 2024 |
50
shares
|
$27,888
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
50
shares
|
$27,888
0.01% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
47
shares
|
$26,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
46
shares
|
$25,657
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
46
shares
|
$25,657
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
45
shares
|
$25,099
0.0% of portfolio
|
Q2 2024
Reduced 29.69%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$24,541
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
43
shares
|
$23,984
0.0% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
42
shares
|
$23,426
0.02% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
40
shares
|
$22,310
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
40
shares
|
$22,310
0.01% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
38
shares
|
$21,195
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33
shares
|
$18,406
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$16,733
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
27
shares
|
$15,059
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
26
shares
|
$14,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
26
shares
|
$14,502
0.01% of portfolio
|
Q1 2023
Added 85.71%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$13,944
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
25
shares
|
$13,944
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
25
shares
|
$13,944
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
24
shares
|
$13,386
0.01% of portfolio
|
Q3 2024
Reduced 41.46%
|