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 |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,345
shares
|
$8.13 Million
0.1% of portfolio
|
Q2 2022
Added 2.28%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Aug 01, 2024 Q2 2024 |
14,238
shares
|
$8.07 Million
4.36% of portfolio
|
Q2 2024
Reduced 4.38%
|
|
|
Ocean Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
14,226
shares
|
$8.07 Million
2.41% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
14,207
shares
|
$8.06 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
14,146
shares
|
$8.02 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
14,040
shares
|
$7.96 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
14,038
shares
|
$7.96 Million
0.94% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
14,026
shares
|
$7.95 Million
1.08% of portfolio
|
Q2 2024
Added 5.22%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
14,023
shares
|
$7.95 Million
1.85% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
14,005
shares
|
$7.94 Million
1.82% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
13,974
shares
|
$7.92 Million
2.2% of portfolio
|
Q2 2024
Reduced 46.8%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
13,953
shares
|
$7.91 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
13,952
shares
|
$7.91 Million
0.72% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,938
shares
|
$7.9 Million
1.56% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
13,868
shares
|
$7.86 Million
1.37% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
13,839
shares
|
$7.85 Million
1.03% of portfolio
|
Q2 2024
Added 4.24%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
13,806
shares
|
$7.83 Million
0.65% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
13,753
shares
|
$7.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,749
shares
|
$7.8 Million
1.35% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Aug 15, 2024 Q2 2024 |
13,736
shares
|
$7.79 Million
0.69% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
13,688
shares
|
$7.76 Million
0.4% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
13,645
shares
|
$7.74 Million
0.22% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
13,644
shares
|
$7.74 Million
3.32% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
13,600
shares
|
$7.71 Million
0.51% of portfolio
|
Q2 2024
Added 615.79%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$7.7 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|