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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
8,376
shares
|
$4.75 Million
0.63% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
8,357
shares
|
$4.74 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
8,356
shares
|
$4.74 Million
0.56% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
8,353
shares
|
$4.74 Million
0.21% of portfolio
|
Q2 2024
Added 5.85%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
8,351
shares
|
$4.74 Million
0.32% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
8,340
shares
|
$4.73 Million
1.69% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
8,336
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
8,327
shares
|
$4.72 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$4.71 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
8,290
shares
|
$4.7 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
8,281
shares
|
$4.7 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,259
shares
|
$4.68 Million
0.41% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 28, 2024 Q2 2024 |
8,242
shares
|
$4.67 Million
0.72% of portfolio
|
Q2 2024
Added 286.04%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 06, 2024 Q2 2024 |
8,182
shares
|
$4.64 Million
1.18% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,181
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2024
Added 6.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$4.64 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|
|
|
Covenant Asset Management, LLC
|
Aug 02, 2024 Q2 2024 |
8,112
shares
|
$4.6 Million
0.66% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
8,109
shares
|
$4.6 Million
2.09% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
8,094
shares
|
$4.59 Million
0.86% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
8,076
shares
|
$4.58 Million
5.8% of portfolio
|
Q3 2023
Added 0.27%
|
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
8,073
shares
|
$4.58 Million
0.14% of portfolio
|
Q2 2024
Reduced 57.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
8,071
shares
|
$4.58 Million
0.45% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
8,064
shares
|
$4.57 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
8,045
shares
|
$4.56 Million
0.95% of portfolio
|
Q2 2024
Added 6.58%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
8,034
shares
|
$4.56 Million
1.65% of portfolio
|
Q3 2024
New holding
|