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 |
|---|---|---|---|---|---|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
6,079
shares
|
$3.63 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
6,079
shares
|
$3.63 Million
0.27% of portfolio
|
Q3 2024
Added 22.78%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,072
shares
|
$3.62 Million
0.45% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,059
shares
|
$3.62 Million
0.55% of portfolio
|
Q4 2022
Added 4.66%
|
|
|
Barings LLC
|
Nov 06, 2024 Q2 2024 |
6,006
shares
|
$3.58 Million
0.08% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
5,985
shares
|
$3.57 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
5,972
shares
|
$3.56 Million
0.55% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
5,962
shares
|
$3.56 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,961
shares
|
$3.56 Million
0.34% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
5,952
shares
|
$3.55 Million
1.47% of portfolio
|
Q3 2024
Added 414.43%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
5,947
shares
|
$3.55 Million
1.65% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
5,918
shares
|
$3.53 Million
0.87% of portfolio
|
Q1 2024
Reduced 55.19%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,893
shares
|
$3.52 Million
0.68% of portfolio
|
Q3 2023
Added 38.24%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
5,891
shares
|
$3.52 Million
0.88% of portfolio
|
Q2 2024
Added 3.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,876
shares
|
$3.51 Million
0.42% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
5,863
shares
|
$3.5 Million
0.54% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
5,860
shares
|
$3.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
5,855
shares
|
$3.49 Million
0.45% of portfolio
|
Q2 2024
Added 16.77%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
5,852
shares
|
$3.49 Million
0.78% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
5,839
shares
|
$3.48 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
5,839
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2024
Added 168.83%
|
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
5,822
shares
|
$3.47 Million
0.32% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
5,810
shares
|
$3.47 Million
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
5,806
shares
|
$3.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 13, 2024 Q2 2024 |
5,795
shares
|
$3.46 Million
0.31% of portfolio
|
Q2 2024
Reduced 51.93%
|