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 3,811 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
18,920
shares
|
$10.7 Million
1.02% of portfolio
|
Q2 2024
Added 26.05%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2024 Q2 2024 |
18,863
shares
|
$10.7 Million
0.18% of portfolio
|
Q2 2024
Reduced 84.33%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
18,860
shares
|
$10.7 Million
0.59% of portfolio
|
Q2 2024
Added 8.1%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 09, 2024 Q2 2024 |
18,843
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2024 Q2 2024 |
18,838
shares
|
$10.7 Million
0.09% of portfolio
|
Q2 2024
Reduced 20.99%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
18,769
shares
|
$10.6 Million
2.19% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,739
shares
|
$10.6 Million
0.28% of portfolio
|
Q2 2024
Added 53.69%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
18,699
shares
|
$10.6 Million
1.38% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
18,677
shares
|
$10.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
18,580
shares
|
$10.5 Million
3.16% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
18,558
shares
|
$10.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.25%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
18,551
shares
|
$10.5 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
18,546
shares
|
$10.5 Million
0.81% of portfolio
|
Q2 2024
Added 10.05%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
18,527
shares
|
$10.5 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.76%
|
|
|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
18,454
shares
|
$10.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
18,391
shares
|
$10.4 Million
0.33% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
18,333
shares
|
$10.4 Million
0.34% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
18,242
shares
|
$10.3 Million
1.06% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
18,033
shares
|
$10.2 Million
0.6% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
18,002
shares
|
$10.2 Million
2.83% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 13, 2024 Q2 2024 |
17,939
shares
|
$10.2 Million
1.18% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
17,929
shares
|
$10.2 Million
3.71% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
17,906
shares
|
$10.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
17,891
shares
|
$10.1 Million
0.59% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
17,879
shares
|
$10.1 Million
2.88% of portfolio
|
Q3 2024
Reduced 17.57%
|