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 |
|---|---|---|---|---|---|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Aug 13, 2024 Q2 2024 |
10,899
shares
|
$6.18 Million
0.44% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
10,891
shares
|
$6.18 Million
0.43% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
10,890
shares
|
$6.17 Million
0.7% of portfolio
|
Q2 2024
Added 8.98%
|
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
10,810
shares
|
$6.13 Million
1.04% of portfolio
|
Q2 2024
Added 1.16%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,797
shares
|
$6.12 Million
2.1% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
10,791
shares
|
$6.12 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
10,750
shares
|
$6.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 49.86%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Aug 13, 2024 Q2 2024 |
10,750
shares
|
$6.1 Million
1.96% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,748
shares
|
$6.09 Million
0.51% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
10,738
shares
|
$6.09 Million
3.81% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
10,721
shares
|
$6.08 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
10,657
shares
|
$6.04 Million
1.46% of portfolio
|
Q2 2024
Added 4.16%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$6.04 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
10,594
shares
|
$6.01 Million
1.35% of portfolio
|
Q3 2024
Added 34.22%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2024 Q2 2024 |
10,569
shares
|
$5.99 Million
0.6% of portfolio
|
Q2 2024
Added 24.41%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
10,545
shares
|
$5.98 Million
0.45% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
10,537
shares
|
$5.97 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
10,488
shares
|
$5.95 Million
0.57% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,468
shares
|
$5.94 Million
0.04% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,447
shares
|
$5.92 Million
1.09% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
10,429
shares
|
$5.91 Million
0.08% of portfolio
|
Q3 2024
Added 48.99%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
10,424
shares
|
$5.91 Million
0.4% of portfolio
|
Q2 2024
Added 30.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
10,391
shares
|
$5.89 Million
0.27% of portfolio
|
Q2 2024
Reduced 28.99%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
10,390
shares
|
$5.89 Million
1.53% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
10,353
shares
|
$5.87 Million
0.74% of portfolio
|
Q2 2024
Added 2.92%
|