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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
17,873
shares
|
$10.1 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
17,863
shares
|
$10.1 Million
4.56% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Rnc Capital Management LLC
|
Aug 14, 2024 Q2 2024 |
17,828
shares
|
$10.1 Million
0.52% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
17,789
shares
|
$10.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
17,744
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,722
shares
|
$10 Million
1.08% of portfolio
|
Q2 2022
Added 468.92%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
17,708
shares
|
$10 Million
1.08% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
17,706
shares
|
$10 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
17,656
shares
|
$10 Million
1.34% of portfolio
|
Q2 2024
Added 2.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
17,644
shares
|
$10 Million
0.35% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 14, 2024 Q2 2024 |
17,631
shares
|
$10 Million
2.18% of portfolio
|
Q2 2024
Reduced 4.81%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
17,548
shares
|
$9.95 Million
0.57% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Chronos Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
17,509
shares
|
$9.93 Million
5.34% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
17,476
shares
|
$9.91 Million
1.84% of portfolio
|
Q2 2024
Reduced 38.23%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$9.9 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
17,379
shares
|
$9.85 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
17,332
shares
|
$9.83 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
17,331
shares
|
$9.83 Million
0.17% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
17,256
shares
|
$9.78 Million
0.48% of portfolio
|
Q3 2024
Reduced 16.1%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
17,237
shares
|
$9.77 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 09, 2024 Q2 2024 |
17,217
shares
|
$9.76 Million
1.77% of portfolio
|
Q2 2024
Reduced 21.3%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
17,183
shares
|
$9.74 Million
0.76% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
17,046
shares
|
$9.67 Million
0.46% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
17,041
shares
|
$9.66 Million
0.58% of portfolio
|
Q2 2024
Added 45.3%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
16,992
shares
|
$9.63 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.46%
|