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 |
|---|---|---|---|---|---|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
31,482
shares
|
$18.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$18.6 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
31,265
shares
|
$18.5 Million
1.53% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
31,162
shares
|
$18.4 Million
0.91% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,002
shares
|
$18.3 Million
0.37% of portfolio
|
Q2 2024
Added 18.34%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
30,962
shares
|
$18.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
30,955
shares
|
$18.3 Million
0.46% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
30,824
shares
|
$18.2 Million
1.52% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
30,726
shares
|
$18.2 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
30,622
shares
|
$18.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$18.1 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
30,521
shares
|
$18 Million
0.41% of portfolio
|
Q3 2024
Added 48.01%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
30,506
shares
|
$18 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
30,443
shares
|
$18 Million
0.18% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
30,401
shares
|
$18 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
30,345
shares
|
$17.9 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
30,233
shares
|
$17.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
30,213
shares
|
$17.9 Million
1.49% of portfolio
|
Q2 2024
Reduced 23.86%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
30,199
shares
|
$17.8 Million
1.25% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
30,169
shares
|
$17.8 Million
0.47% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
30,058
shares
|
$17.8 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
30,018
shares
|
$17.7 Million
0.46% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
30,000
shares
|
$17.7 Million
3.59% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Nov 15, 2024 Q3 2024 |
30,000
shares
|
$17.7 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
29,710
shares
|
$17.6 Million
0.5% of portfolio
|
Q3 2024
Reduced 7.27%
|