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 |
|---|---|---|---|---|---|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
7,280
shares
|
$4.13 Million
1.67% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
7,265
shares
|
$4.12 Million
0.27% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 08, 2024 Q2 2024 |
7,257
shares
|
$4.11 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
7,256
shares
|
$4.11 Million
1.02% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
7,232
shares
|
$4.1 Million
0.68% of portfolio
|
Q2 2024
Added 149.21%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
7,194
shares
|
$4.08 Million
1.27% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
7,190
shares
|
$4.08 Million
1.58% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
7,182
shares
|
$4.07 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Capital City Trust CO
|
Aug 09, 2024 Q2 2024 |
7,178
shares
|
$4.07 Million
1.0% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
7,149
shares
|
$4.05 Million
3.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
7,143
shares
|
$4.05 Million
0.24% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2024 Q2 2024 |
7,143
shares
|
$4.05 Million
2.67% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$4.05 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$4.05 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
7,130
shares
|
$4.04 Million
2.99% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
7,129
shares
|
$4.04 Million
0.62% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$4.03 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$4.03 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 19, 2024 Q2 2024 |
7,109
shares
|
$4.03 Million
3.39% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Aug 14, 2024 Q2 2024 |
7,079
shares
|
$4.01 Million
1.75% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
7,078
shares
|
$4.01 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
7,071
shares
|
$4.01 Million
0.35% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Aug 06, 2024 Q2 2024 |
7,061
shares
|
$4 Million
2.37% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
7,060
shares
|
$4 Million
0.7% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Birch Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,057
shares
|
$4 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.13%
|