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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
12,116
shares
|
$6.87 Million
1.15% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
12,113
shares
|
$6.87 Million
1.88% of portfolio
|
Q3 2024
Reduced 19.78%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
12,113
shares
|
$6.87 Million
2.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$6.86 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
12,100
shares
|
$6.86 Million
1.34% of portfolio
|
Q2 2024
Added 19.33%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12,069
shares
|
$6.84 Million
0.54% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
12,040
shares
|
$6.83 Million
0.54% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,008
shares
|
$6.81 Million
0.16% of portfolio
|
Q2 2024
Added 33.29%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Oct 31, 2024 Q3 2024 |
12,000
shares
|
$6.8 Million
1.19% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
11,997
shares
|
$6.8 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
11,989
shares
|
$6.8 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Marshall & Sullivan Inc
|
Oct 09, 2024 Q3 2024 |
11,982
shares
|
$6.79 Million
3.53% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$6.76 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
11,891
shares
|
$6.74 Million
3.19% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
11,885
shares
|
$6.74 Million
0.29% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$6.74 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
11,883
shares
|
$6.74 Million
1.61% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,867
shares
|
$6.73 Million
1.67% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,867
shares
|
$6.73 Million
0.33% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Aug 08, 2024 Q2 2024 |
11,830
shares
|
$6.71 Million
5.66% of portfolio
|
Q2 2024
Added 102.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,818
shares
|
$6.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
11,766
shares
|
$6.67 Million
0.57% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
11,735
shares
|
$6.65 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
11,731
shares
|
$6.65 Million
0.81% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
11,700
shares
|
$6.63 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.35%
|