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 |
|---|---|---|---|---|---|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
7,697
shares
|
$4.36 Million
0.46% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,659
shares
|
$4.34 Million
0.62% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
7,621
shares
|
$4.32 Million
0.92% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
7,616
shares
|
$4.32 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,609
shares
|
$4.31 Million
3.23% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
7,600
shares
|
$4.31 Million
0.31% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
7,595
shares
|
$4.31 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
7,592
shares
|
$4.3 Million
0.35% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,591
shares
|
$4.3 Million
0.9% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
7,548
shares
|
$4.28 Million
1.11% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
7,493
shares
|
$4.25 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$4.25 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
7,462
shares
|
$4.23 Million
1.37% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,445
shares
|
$4.22 Million
0.19% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
7,428
shares
|
$4.21 Million
0.69% of portfolio
|
Q2 2024
Added 262.52%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$4.21 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
7,422
shares
|
$4.21 Million
0.76% of portfolio
|
Q3 2024
Added 88.04%
|
|
|
Dempze Nancy E
|
Aug 12, 2024 Q2 2024 |
7,420
shares
|
$4.21 Million
2.89% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
7,412
shares
|
$4.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$4.2 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 23, 2024 Q2 2024 |
7,399
shares
|
$4.2 Million
2.45% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
7,365
shares
|
$4.18 Million
0.78% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
7,316
shares
|
$4.15 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
7,308
shares
|
$4.14 Million
0.36% of portfolio
|
Q2 2024
Added 5.59%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
7,286
shares
|
$4.13 Million
1.4% of portfolio
|
Q3 2024
Reduced 15.52%
|