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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$4.55 Million
2.53% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
8,013
shares
|
$4.54 Million
1.76% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Becker Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
8,010
shares
|
$4.54 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
8,000
shares
|
$4.54 Million
0.05% of portfolio
|
Q3 2024
Added 69.89%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
7,991
shares
|
$4.53 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
7,988
shares
|
$4.53 Million
1.11% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
7,984
shares
|
$4.53 Million
1.19% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,955
shares
|
$4.51 Million
0.52% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
7,926
shares
|
$4.49 Million
1.18% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
7,919
shares
|
$4.49 Million
0.48% of portfolio
|
Q2 2024
Added 13.8%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 22, 2023 Q2 2023 |
7,900
shares
|
$4.48 Million
2.06% of portfolio
|
Q1 2022
Reduced 1.25%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
7,899
shares
|
$4.48 Million
1.26% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$4.47 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Aug 12, 2024 Q2 2024 |
7,868
shares
|
$4.46 Million
0.71% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
7,860
shares
|
$4.46 Million
0.17% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
7,855
shares
|
$4.45 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
7,848
shares
|
$4.45 Million
1.21% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
7,825
shares
|
$4.44 Million
1.54% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
7,819
shares
|
$4.43 Million
0.27% of portfolio
|
Q3 2024
Reduced 99.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
7,802
shares
|
$4.42 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
7,780
shares
|
$4.41 Million
0.09% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
7,770
shares
|
$4.41 Million
0.7% of portfolio
|
Q3 2024
Reduced 68.05%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
7,755
shares
|
$4.4 Million
0.44% of portfolio
|
Q2 2024
Reduced 31.12%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
7,755
shares
|
$4.4 Million
0.41% of portfolio
|
Q2 2024
Reduced 36.89%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 24, 2024 Q3 2024 |
7,736
shares
|
$4.39 Million
0.84% of portfolio
|
Q3 2024
Reduced 13.81%
|