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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
16,957
shares
|
$9.62 Million
0.81% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$9.6 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
16,915
shares
|
$9.59 Million
1.13% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Unison Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
16,911
shares
|
$9.59 Million
4.36% of portfolio
|
Q2 2024
Added 17.36%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
16,898
shares
|
$9.58 Million
0.8% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
16,895
shares
|
$9.58 Million
0.23% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
16,849
shares
|
$9.55 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,823
shares
|
$9.54 Million
1.72% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
16,813
shares
|
$9.53 Million
1.91% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
16,780
shares
|
$9.51 Million
0.86% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
16,730
shares
|
$9.49 Million
0.73% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
16,717
shares
|
$9.48 Million
2.1% of portfolio
|
Q2 2024
Added 44.04%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$9.45 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
16,667
shares
|
$9.45 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 07, 2024 Q2 2024 |
16,634
shares
|
$9.43 Million
1.45% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
16,536
shares
|
$9.38 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Puzo Michael J
|
Aug 12, 2024 Q2 2024 |
16,514
shares
|
$9.36 Million
2.37% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$9.35 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 13, 2024 Q2 2024 |
16,475
shares
|
$9.34 Million
2.91% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
16,445
shares
|
$9.32 Million
1.36% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
16,423
shares
|
$9.31 Million
1.44% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
16,392
shares
|
$9.29 Million
1.85% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$9.29 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
16,363
shares
|
$9.28 Million
1.08% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
16,314
shares
|
$9.25 Million
0.32% of portfolio
|
Q3 2024
Added 2.05%
|