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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
8,997
shares
|
$5.1 Million
3.79% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
8,945
shares
|
$5.07 Million
0.84% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
8,926
shares
|
$5.06 Million
1.4% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
8,920
shares
|
$5.06 Million
1.05% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
8,904
shares
|
$5.05 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
8,901
shares
|
$5.05 Million
0.35% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 02, 2024 Q2 2024 |
8,895
shares
|
$5.04 Million
1.92% of portfolio
|
Q2 2024
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
8,890
shares
|
$5.04 Million
2.26% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,873
shares
|
$5.03 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
8,871
shares
|
$5.03 Million
1.02% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Lindenwold Advisors
|
Aug 13, 2024 Q2 2024 |
8,870
shares
|
$5.03 Million
2.41% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
8,853
shares
|
$5.02 Million
0.76% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
8,853
shares
|
$5.02 Million
0.31% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$5.02 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2024 Q2 2024 |
8,851
shares
|
$5.02 Million
1.49% of portfolio
|
Q2 2024
Added 198.31%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
8,850
shares
|
$5.02 Million
0.61% of portfolio
|
Q3 2024
Added 45.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,813
shares
|
$5 Million
0.17% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Belmont Capital, LLC
|
Aug 13, 2024 Q2 2024 |
8,797
shares
|
$4.99 Million
0.84% of portfolio
|
Q2 2024
Added 842.87%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
8,787
shares
|
$4.98 Million
2.46% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
8,785
shares
|
$4.98 Million
1.07% of portfolio
|
Q2 2024
Added 15.15%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
8,767
shares
|
$4.97 Million
0.91% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$4.97 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|
|
|
Notis Mc Conarty Edward
|
Aug 12, 2024 Q2 2024 |
8,736
shares
|
$4.95 Million
1.77% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
8,672
shares
|
$4.92 Million
1.17% of portfolio
|
Q2 2024
Reduced 19.91%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
8,662
shares
|
$4.91 Million
2.71% of portfolio
|
Q3 2024
Reduced 9.43%
|