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 |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
6,392
shares
|
$3.81 Million
0.5% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
6,390
shares
|
$3.81 Million
0.17% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
6,381
shares
|
$3.81 Million
0.18% of portfolio
|
Q2 2024
Reduced 26.72%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2024 Q2 2024 |
6,372
shares
|
$3.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,364
shares
|
$3.8 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
6,354
shares
|
$3.79 Million
0.01% of portfolio
|
Q2 2024
Reduced 94.88%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
6,351
shares
|
$3.79 Million
0.97% of portfolio
|
Q4 2020
Reduced 79.07%
|
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
6,343
shares
|
$3.78 Million
0.23% of portfolio
|
Q2 2024
Added 76.88%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
6,342
shares
|
$3.78 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
6,324
shares
|
$3.77 Million
1.57% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
6,321
shares
|
$3.77 Million
0.33% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,310
shares
|
$3.77 Million
0.87% of portfolio
|
Q4 2022
Added 9.19%
|
|
|
Pensionfund Sabic
|
Oct 09, 2024 Q3 2024 |
6,300
shares
|
$3.76 Million
1.15% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
6,273
shares
|
$3.74 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
6,263
shares
|
$3.74 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,253
shares
|
$3.73 Million
0.24% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
6,235
shares
|
$3.72 Million
0.42% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
6,178
shares
|
$3.69 Million
1.32% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
6,139
shares
|
$3.66 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
6,136
shares
|
$3.66 Million
1.39% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Jul 30, 2024 Q2 2024 |
6,094
shares
|
$3.64 Million
0.11% of portfolio
|
Q2 2024
Added 9.74%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
6,092
shares
|
$3.64 Million
0.4% of portfolio
|
Q2 2024
Added 30.98%
|
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
6,089
shares
|
$3.63 Million
2.29% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
6,089
shares
|
$3.63 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
6,084
shares
|
$3.63 Million
0.12% of portfolio
|
Q2 2024
New holding
|