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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
10,008
shares
|
$5.67 Million
1.5% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
10,000
shares
|
$5.67 Million
0.97% of portfolio
|
Q2 2024
Added 150.0%
|
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
9,999
shares
|
$5.67 Million
1.69% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,973
shares
|
$5.65 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Aug 09, 2024 Q2 2024 |
9,972
shares
|
$5.65 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
9,959
shares
|
$5.65 Million
1.02% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
9,958
shares
|
$5.65 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
9,935
shares
|
$5.63 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,915
shares
|
$5.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2024 Q2 2024 |
9,913
shares
|
$5.62 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
9,911
shares
|
$5.62 Million
1.14% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
9,902
shares
|
$5.61 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Weik Capital Management
Wyomissing, PA |
Aug 09, 2024 Q2 2024 |
9,898
shares
|
$5.61 Million
2.16% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
9,881
shares
|
$5.6 Million
0.26% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Whitford Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,860
shares
|
$5.59 Million
2.92% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
9,800
shares
|
$5.56 Million
5.47% of portfolio
|
Q3 2024
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
9,767
shares
|
$5.54 Million
1.95% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Sep 19, 2024 Q2 2024 |
9,740
shares
|
$5.52 Million
0.01% of portfolio
|
Q2 2024
Reduced 81.54%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
9,688
shares
|
$5.49 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,686
shares
|
$5.49 Million
1.32% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
9,675
shares
|
$5.49 Million
1.17% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$5.48 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Claro Advisors LLC
Boston, MA |
Oct 17, 2024 Q3 2024 |
9,632
shares
|
$5.46 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
9,630
shares
|
$5.46 Million
0.96% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
9,606
shares
|
$5.45 Million
2.47% of portfolio
|
Q2 2024
Reduced 1.16%
|