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 |
|---|---|---|---|---|---|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
8,653
shares
|
$4.91 Million
1.06% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
8,638
shares
|
$4.9 Million
0.47% of portfolio
|
Q1 2024
Added 975.72%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
8,622
shares
|
$4.89 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
8,607
shares
|
$4.88 Million
2.7% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,587
shares
|
$4.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Cox Capital Mgt LLC
|
Oct 10, 2024 Q3 2024 |
8,581
shares
|
$4.87 Million
3.08% of portfolio
|
Q3 2024
Added 18.07%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Oct 28, 2024 Q3 2024 |
8,580
shares
|
$4.87 Million
0.55% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
8,579
shares
|
$4.86 Million
0.95% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
8,565
shares
|
$4.86 Million
1.22% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
8,553
shares
|
$4.85 Million
0.32% of portfolio
|
Q2 2024
Added 11.38%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,549
shares
|
$4.85 Million
0.22% of portfolio
|
Q2 2024
Added 25.96%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 14, 2024 Q2 2024 |
8,535
shares
|
$4.84 Million
0.59% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Thematics Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
8,531
shares
|
$4.84 Million
0.18% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,514
shares
|
$4.83 Million
0.34% of portfolio
|
Q3 2024
Reduced 16.63%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,508
shares
|
$4.82 Million
0.41% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
8,507
shares
|
$4.82 Million
1.17% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
8,465
shares
|
$4.8 Million
0.32% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$4.79 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,439
shares
|
$4.79 Million
0.12% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
8,427
shares
|
$4.78 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Fosun International LTD
|
Aug 08, 2024 Q2 2024 |
8,418
shares
|
$4.77 Million
4.82% of portfolio
|
Q2 2024
Added 6.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
8,415
shares
|
$4.77 Million
0.26% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 07, 2024 Q2 2024 |
8,414
shares
|
$4.77 Million
0.81% of portfolio
|
Q2 2024
Added 161.3%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
8,383
shares
|
$4.75 Million
1.59% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
8,376
shares
|
$4.75 Million
1.04% of portfolio
|
Q3 2024
Reduced 1.69%
|