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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
9,596
shares
|
$5.44 Million
0.96% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
9,496
shares
|
$5.38 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
9,478
shares
|
$5.37 Million
2.34% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Investment House LLC
Las Vegas, NV |
Jul 22, 2024 Q2 2024 |
9,475
shares
|
$5.37 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
9,467
shares
|
$5.37 Million
0.6% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
9,427
shares
|
$5.35 Million
1.4% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$5.34 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,396
shares
|
$5.33 Million
0.71% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
9,374
shares
|
$5.32 Million
1.45% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
9,362
shares
|
$5.31 Million
0.31% of portfolio
|
Q2 2024
Reduced 25.75%
|
|
|
Trium Capital LLP
London, X0 |
Oct 07, 2024 Q3 2024 |
9,354
shares
|
$5.3 Million
1.56% of portfolio
|
Q3 2024
Reduced 18.88%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
9,345
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$5.3 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
9,320
shares
|
$5.28 Million
0.19% of portfolio
|
Q2 2024
Added 1.06%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 14, 2024 Q2 2024 |
9,319
shares
|
$5.28 Million
1.11% of portfolio
|
Q2 2023
Reduced 28.97%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
9,316
shares
|
$5.28 Million
1.85% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
9,309
shares
|
$5.28 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,246
shares
|
$5.24 Million
1.31% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
9,229
shares
|
$5.23 Million
0.5% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
9,223
shares
|
$5.23 Million
0.5% of portfolio
|
Q1 2024
Added 8.6%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
9,215
shares
|
$5.23 Million
1.02% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
9,134
shares
|
$5.18 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Delaney Dennis R
Boston, MA |
Aug 12, 2024 Q2 2024 |
9,096
shares
|
$5.16 Million
2.52% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,020
shares
|
$5.11 Million
1.55% of portfolio
|
Q3 2024
Added 4.79%
|