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 |
|---|---|---|---|---|---|
|
Granite Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
13,566
shares
|
$7.69 Million
0.3% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
13,434
shares
|
$7.62 Million
0.54% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
13,430
shares
|
$7.62 Million
1.35% of portfolio
|
Q3 2024
Added 24.41%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
13,379
shares
|
$7.59 Million
2.26% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
13,374
shares
|
$7.58 Million
1.85% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
13,278
shares
|
$7.53 Million
0.28% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Jul 31, 2024 Q2 2024 |
13,256
shares
|
$7.52 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
13,238
shares
|
$7.51 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
13,219
shares
|
$7.5 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
13,178
shares
|
$7.47 Million
1.32% of portfolio
|
Q2 2024
Added 13.53%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
13,149
shares
|
$7.46 Million
0.43% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
13,135
shares
|
$7.45 Million
1.14% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$7.44 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
13,113
shares
|
$7.44 Million
0.65% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
13,090
shares
|
$7.42 Million
0.98% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,078
shares
|
$7.42 Million
1.43% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
13,034
shares
|
$7.39 Million
0.72% of portfolio
|
Q2 2024
Added 5.57%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
13,032
shares
|
$7.39 Million
2.53% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
13,028
shares
|
$7.39 Million
0.25% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 02, 2024 Q2 2024 |
12,975
shares
|
$7.36 Million
1.79% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
12,959
shares
|
$7.35 Million
1.41% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
12,784
shares
|
$7.25 Million
0.73% of portfolio
|
Q3 2024
Reduced 37.04%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Aug 13, 2024 Q2 2024 |
12,759
shares
|
$7.23 Million
0.04% of portfolio
|
Q2 2024
Reduced 63.48%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
12,734
shares
|
$7.22 Million
2.02% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,698
shares
|
$7.2 Million
0.08% of portfolio
|
Q2 2024
New holding
|