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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
5,543
shares
|
$3.31 Million
0.45% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,540
shares
|
$3.31 Million
0.25% of portfolio
|
Q2 2024
Reduced 25.05%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
5,521
shares
|
$3.29 Million
1.25% of portfolio
|
Q1 2024
Reduced 17.18%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,508
shares
|
$3.29 Million
0.37% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
5,494
shares
|
$3.28 Million
0.32% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,481
shares
|
$3.27 Million
1.37% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$3.27 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
5,476
shares
|
$3.27 Million
0.06% of portfolio
|
Q2 2024
Added 511.16%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
5,473
shares
|
$3.27 Million
1.3% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
5,472
shares
|
$3.27 Million
0.5% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
5,464
shares
|
$3.26 Million
0.26% of portfolio
|
Q2 2024
Added 12.17%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
5,455
shares
|
$3.25 Million
0.58% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,441
shares
|
$3.25 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
5,441
shares
|
$3.25 Million
1.16% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
5,431
shares
|
$3.24 Million
0.7% of portfolio
|
Q2 2024
Added 15.11%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
5,426
shares
|
$3.24 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
5,418
shares
|
$3.23 Million
0.46% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2024 Q2 2024 |
5,417
shares
|
$3.23 Million
0.4% of portfolio
|
Q2 2024
Added 543.35%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
5,394
shares
|
$3.22 Million
0.39% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Rice Partnership, LLC
|
Aug 01, 2024 Q2 2024 |
5,386
shares
|
$3.21 Million
0.61% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
5,365
shares
|
$3.2 Million
2.25% of portfolio
|
Q3 2024
Added 314.61%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
5,365
shares
|
$3.2 Million
0.49% of portfolio
|
Q2 2024
Added 38.56%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
5,364
shares
|
$3.2 Million
2.16% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
5,361
shares
|
$3.2 Million
0.38% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Rb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
5,359
shares
|
$3.2 Million
0.71% of portfolio
|
Q2 2024
Added 1.27%
|