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 |
|---|---|---|---|---|---|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
16,275
shares
|
$9.23 Million
3.11% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 09, 2024 Q2 2024 |
16,231
shares
|
$9.2 Million
2.0% of portfolio
|
Q2 2024
Added 14.09%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
16,218
shares
|
$9.2 Million
1.4% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 15, 2024 Q2 2024 |
16,134
shares
|
$9.15 Million
0.86% of portfolio
|
Q2 2024
Added 6.57%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
16,116
shares
|
$9.14 Million
2.36% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
16,104
shares
|
$9.13 Million
0.67% of portfolio
|
Q3 2024
Added 9.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
16,062
shares
|
$9.11 Million
0.74% of portfolio
|
Q3 2024
Reduced 64.59%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
16,037
shares
|
$9.09 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
16,025
shares
|
$9.09 Million
1.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 05, 2024 Q3 2024 |
16,022
shares
|
$9.08 Million
4.82% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
16,018
shares
|
$9.08 Million
0.37% of portfolio
|
Q3 2024
Reduced 39.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$9.07 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Aug 09, 2024 Q2 2024 |
15,980
shares
|
$9.06 Million
4.84% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$8.95 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$8.94 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
15,733
shares
|
$8.92 Million
1.22% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$8.84 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
Hilton Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
15,591
shares
|
$8.84 Million
0.69% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
15,590
shares
|
$8.84 Million
0.67% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,564
shares
|
$8.83 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$8.79 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
15,482
shares
|
$8.78 Million
2.25% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Alley Investment Management Company, LLC
|
Aug 14, 2024 Q2 2024 |
15,442
shares
|
$8.76 Million
1.07% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
15,392
shares
|
$8.73 Million
1.4% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
15,338
shares
|
$8.7 Million
1.0% of portfolio
|
Q3 2024
Added 0.13%
|