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 3,814 institutions that hold shares in the stock, with a total of 788 Million shares, which have been reported (via 13F filing form) to have a value of $470 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
5,356
shares
|
$3.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
5,346
shares
|
$3.19 Million
0.46% of portfolio
|
Q3 2024
Added 30.97%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
5,343
shares
|
$3.19 Million
1.3% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
5,306
shares
|
$3.17 Million
0.53% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,305
shares
|
$3.17 Million
0.21% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$3.15 Million
1.39% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
5,275
shares
|
$3.15 Million
2.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Aug 12, 2024 Q2 2024 |
5,256
shares
|
$3.14 Million
1.84% of portfolio
|
Q2 2024
Added 64.82%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
5,254
shares
|
$3.14 Million
1.25% of portfolio
|
Q4 2023
Added 12.99%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
5,250
shares
|
$3.13 Million
0.06% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
5,247
shares
|
$3.13 Million
2.12% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 06, 2024 Q3 2024 |
5,234
shares
|
$3.12 Million
1.84% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,227
shares
|
$3.12 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
5,224
shares
|
$3.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,223
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,219
shares
|
$3.11 Million
0.19% of portfolio
|
Q2 2024
Added 56.73%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,195
shares
|
$3.1 Million
0.39% of portfolio
|
Q1 2024
Reduced 20.96%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,181
shares
|
$3.09 Million
0.74% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
5,175
shares
|
$3.09 Million
0.19% of portfolio
|
Q3 2024
Reduced 69.77%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Oct 15, 2024 Q3 2024 |
5,173
shares
|
$3.09 Million
0.97% of portfolio
|
Q3 2024
Reduced 28.42%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
5,167
shares
|
$3.08 Million
1.27% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
5,153
shares
|
$3.07 Million
1.08% of portfolio
|
Q2 2023
Reduced 8.47%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
5,138
shares
|
$3.07 Million
0.46% of portfolio
|
Q2 2024
Reduced 7.51%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,134
shares
|
$3.06 Million
0.19% of portfolio
|
Q3 2024
Added 38.05%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,132
shares
|
$3.06 Million
0.81% of portfolio
|
Q3 2024
Added 3.28%
|