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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
11,399
shares
|
$6.46 Million
0.32% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 22, 2024 Q3 2024 |
11,391
shares
|
$6.46 Million
2.96% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
11,370
shares
|
$6.45 Million
1.14% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
11,329
shares
|
$6.42 Million
2.14% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,320
shares
|
$6.42 Million
0.4% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$6.39 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
11,256
shares
|
$6.38 Million
0.77% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
11,242
shares
|
$6.37 Million
0.25% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
11,242
shares
|
$6.37 Million
2.52% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
11,232
shares
|
$6.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
11,202
shares
|
$6.35 Million
1.09% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Acropolis Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
11,201
shares
|
$6.35 Million
0.4% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
11,148
shares
|
$6.32 Million
0.26% of portfolio
|
Q2 2024
Added 16.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
11,129
shares
|
$6.31 Million
0.25% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,116
shares
|
$6.3 Million
0.32% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$6.28 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
11,064
shares
|
$6.27 Million
2.66% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
11,062
shares
|
$6.27 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
11,060
shares
|
$6.27 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
11,045
shares
|
$6.26 Million
0.81% of portfolio
|
Q2 2024
Added 5.41%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$6.26 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
11,028
shares
|
$6.25 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
11,008
shares
|
$6.24 Million
2.35% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
10,988
shares
|
$6.23 Million
3.22% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
10,965
shares
|
$6.22 Million
9.1% of portfolio
|
Q3 2022
Reduced 24.97%
|