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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
5,121
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
5,118
shares
|
$3.05 Million
1.62% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
5,107
shares
|
$3.05 Million
0.22% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
5,061
shares
|
$3.02 Million
1.09% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
5,044
shares
|
$3.01 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
5,038
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,028
shares
|
$3 Million
1.07% of portfolio
|
Q4 2022
Reduced 99.81%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
5,024
shares
|
$3 Million
0.37% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
5,021
shares
|
$3 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
5,017
shares
|
$2.99 Million
1.51% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
5,013
shares
|
$2.99 Million
0.18% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
5,013
shares
|
$2.99 Million
0.3% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 15, 2024 Q2 2024 |
5,003
shares
|
$2.99 Million
1.05% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Securities, Ltd.
Dublin, L2 |
Aug 15, 2024 Q2 2024 |
5,000
shares
|
$2.98 Million
0.66% of portfolio
|
Q2 2024
New holding
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,984
shares
|
$2.97 Million
1.12% of portfolio
|
Q3 2024
Reduced 58.26%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,974
shares
|
$2.97 Million
1.19% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
4,968
shares
|
$2.96 Million
1.27% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
4,956
shares
|
$2.96 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,940
shares
|
$2.95 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
4,932
shares
|
$2.94 Million
0.21% of portfolio
|
Q3 2024
Added 15.18%
|
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,930
shares
|
$2.94 Million
0.19% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
4,922
shares
|
$2.94 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
4,919
shares
|
$2.94 Million
1.2% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,913
shares
|
$2.93 Million
1.69% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
4,903
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2024
Added 2.4%
|