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 |
|---|---|---|---|---|---|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2024 Q2 2024 |
11,700
shares
|
$6.63 Million
0.05% of portfolio
|
Q1 2024
Reduced 94.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
11,699
shares
|
$6.63 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
11,666
shares
|
$6.61 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Aug 13, 2024 Q2 2024 |
11,646
shares
|
$6.6 Million
1.14% of portfolio
|
Q2 2024
Reduced 15.4%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
11,645
shares
|
$6.6 Million
0.17% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
11,629
shares
|
$6.59 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,606
shares
|
$6.58 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
11,556
shares
|
$6.55 Million
0.72% of portfolio
|
Q2 2024
Reduced 4.36%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$6.55 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,528
shares
|
$6.54 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
11,524
shares
|
$6.53 Million
1.64% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
11,521
shares
|
$6.53 Million
0.99% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
11,509
shares
|
$6.53 Million
0.44% of portfolio
|
Q2 2024
Added 4.63%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
11,508
shares
|
$6.53 Million
0.46% of portfolio
|
Q3 2024
Reduced 54.49%
|
|
|
Symmetry Investments LP
|
Aug 13, 2024 Q2 2024 |
11,508
shares
|
$6.53 Million
0.66% of portfolio
|
Q2 2024
Added 19.78%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 12, 2024 Q2 2024 |
11,500
shares
|
$6.52 Million
2.59% of portfolio
|
Q4 2017
Added 27.78%
|
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
11,471
shares
|
$6.5 Million
0.25% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
11,463
shares
|
$6.5 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,450
shares
|
$6.49 Million
0.29% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Nov 04, 2024 Q3 2024 |
11,445
shares
|
$6.49 Million
2.85% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
11,438
shares
|
$6.49 Million
0.22% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
11,424
shares
|
$6.48 Million
2.02% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Carderock Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
11,414
shares
|
$6.47 Million
1.63% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11,404
shares
|
$6.47 Million
0.85% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
11,400
shares
|
$6.46 Million
2.81% of portfolio
|
Q1 2024
Added 3.64%
|