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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,682
shares
|
$3.79 Million
0.35% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
6,675
shares
|
$3.78 Million
1.99% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
River Park Advisors, LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
6,673
shares
|
$3.78 Million
2.84% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
6,669
shares
|
$3.78 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
6,658
shares
|
$3.78 Million
1.25% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,640
shares
|
$3.77 Million
0.64% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
6,639
shares
|
$3.76 Million
1.92% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2024 Q2 2024 |
6,631
shares
|
$3.76 Million
2.6% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
6,616
shares
|
$3.75 Million
1.16% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
6,612
shares
|
$3.75 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
6,605
shares
|
$3.75 Million
0.88% of portfolio
|
Q2 2024
Reduced 8.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,599
shares
|
$3.74 Million
0.12% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
6,583
shares
|
$3.73 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
6,578
shares
|
$3.73 Million
2.18% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
6,500
shares
|
$3.69 Million
1.23% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
6,491
shares
|
$3.68 Million
1.98% of portfolio
|
Q2 2024
Added 13.28%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,487
shares
|
$3.68 Million
1.9% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
6,482
shares
|
$3.68 Million
2.15% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
6,474
shares
|
$3.67 Million
0.09% of portfolio
|
Q2 2024
Reduced 35.62%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
6,451
shares
|
$3.66 Million
0.23% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,441
shares
|
$3.65 Million
2.12% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2024 Q2 2024 |
6,439
shares
|
$3.65 Million
0.51% of portfolio
|
Q2 2024
Added 221.95%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
6,413
shares
|
$3.64 Million
0.36% of portfolio
|
Q3 2024
Reduced 85.33%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,412
shares
|
$3.64 Million
0.09% of portfolio
|
Q4 2022
Added 6.49%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,405
shares
|
$3.63 Million
1.54% of portfolio
|
Q2 2024
Added 5.47%
|