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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
87
shares
|
$52,790
0.02% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$51,577
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$51,577
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$50,363
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
80
shares
|
$48,543
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
79
shares
|
$47,936
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
77
shares
|
$46,722
0.01% of portfolio
|
Q3 2024
Reduced 7.23%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
77
shares
|
$46,722
0.02% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
77
shares
|
$46,722
0.02% of portfolio
|
Q2 2024
Added 4.05%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$46,116
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
76
shares
|
$46,116
0.06% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
74
shares
|
$44,902
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
73
shares
|
$44,295
0.01% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
71
shares
|
$43,082
0.02% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
71
shares
|
$43,082
0.0% of portfolio
|
Q3 2024
Reduced 99.62%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
67
shares
|
$40,654
0.03% of portfolio
|
Q4 2023
Reduced 8.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
66
shares
|
$40,048
0.01% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
63
shares
|
$38,227
0.03% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
62
shares
|
$37,620
0.01% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
61
shares
|
$37,014
0.01% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$36,407
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$34,587
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
57
shares
|
$34,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
57
shares
|
$34,587
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
57
shares
|
$34,587
0.02% of portfolio
|
Q3 2024
New holding
|