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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
7,030
shares
|
$3.99 Million
3.51% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
7,002
shares
|
$3.97 Million
0.13% of portfolio
|
Q2 2024
Reduced 94.36%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
6,997
shares
|
$3.97 Million
0.66% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
6,991
shares
|
$3.96 Million
0.84% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$3.96 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
6,966
shares
|
$3.95 Million
2.34% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
6,939
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,938
shares
|
$3.93 Million
0.43% of portfolio
|
Q3 2022
Reduced 12.19%
|
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
6,919
shares
|
$3.92 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
6,918
shares
|
$3.92 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
6,906
shares
|
$3.92 Million
0.41% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,872
shares
|
$3.9 Million
0.23% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 14, 2024 Q2 2024 |
6,831
shares
|
$3.87 Million
3.09% of portfolio
|
Q1 2024
Reduced 24.83%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
6,816
shares
|
$3.86 Million
0.1% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,815
shares
|
$3.86 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
6,785
shares
|
$3.85 Million
1.32% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,783
shares
|
$3.85 Million
0.11% of portfolio
|
Q3 2024
Added 21.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,771
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,764
shares
|
$3.84 Million
0.8% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
6,762
shares
|
$3.83 Million
0.51% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,728
shares
|
$3.81 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
6,726
shares
|
$3.81 Million
0.93% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
6,706
shares
|
$3.8 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,695
shares
|
$3.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
6,685
shares
|
$3.79 Million
2.62% of portfolio
|
Q3 2024
Added 0.56%
|