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 |
|---|---|---|---|---|---|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 13, 2024 Q2 2024 |
5,780
shares
|
$3.45 Million
1.65% of portfolio
|
Q3 2023
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
5,777
shares
|
$3.45 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
5,774
shares
|
$3.45 Million
0.09% of portfolio
|
Q2 2024
Reduced 14.45%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
5,754
shares
|
$3.43 Million
0.96% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
5,723
shares
|
$3.41 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
5,721
shares
|
$3.41 Million
0.93% of portfolio
|
Q2 2024
Added 12.95%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$3.41 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,719
shares
|
$3.41 Million
0.29% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$3.4 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,694
shares
|
$3.4 Million
0.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
5,691
shares
|
$3.4 Million
1.3% of portfolio
|
Q2 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
5,690
shares
|
$3.4 Million
0.38% of portfolio
|
Q3 2023
Added 2.52%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 07, 2024 Q2 2024 |
5,680
shares
|
$3.39 Million
0.56% of portfolio
|
Q2 2024
Added 10.4%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,679
shares
|
$3.39 Million
0.75% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
5,679
shares
|
$3.39 Million
0.52% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
5,665
shares
|
$3.38 Million
2.03% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
5,654
shares
|
$3.37 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
5,645
shares
|
$3.37 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
5,642
shares
|
$3.37 Million
1.22% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
5,639
shares
|
$3.36 Million
0.31% of portfolio
|
Q1 2024
Reduced 11.38%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
5,615
shares
|
$3.35 Million
0.29% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
5,609
shares
|
$3.35 Million
0.18% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
5,587
shares
|
$3.33 Million
0.95% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
5,564
shares
|
$3.32 Million
0.79% of portfolio
|
Q2 2024
Reduced 9.44%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 22, 2024 Q3 2024 |
5,554
shares
|
$3.31 Million
2.46% of portfolio
|
Q3 2024
New holding
|