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 |
|---|---|---|---|---|---|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 12, 2024 Q2 2024 |
21
shares
|
$11,713
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
21
shares
|
$11,713
0.0% of portfolio
|
Q2 2024
Reduced 70.83%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$11,155
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$11,155
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$11,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
20
shares
|
$11,155
0.0% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
19
shares
|
$10,597
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$10,039
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
18
shares
|
$10,039
0.0% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
18
shares
|
$10,039
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
17
shares
|
$9,482
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
16
shares
|
$8,924
0.01% of portfolio
|
Q1 2024
Reduced 97.07%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$7,251
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
12
shares
|
$6,693
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
11
shares
|
$6,135
0.0% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
11
shares
|
$6,135
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
10
shares
|
$5,577
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
9
shares
|
$5,019
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$5,019
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Elequin Capital LP
New York, NY |
Aug 12, 2024 Q2 2024 |
9
shares
|
$5,019
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
9
shares
|
$5,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8
shares
|
$4,462
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
8
shares
|
$4,462
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$4,462
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
8
shares
|
$4,462
0.0% of portfolio
|
Q1 2024
Added 166.67%
|