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 |
|---|---|---|---|---|---|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
4,902
shares
|
$2.92 Million
1.36% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
4,896
shares
|
$2.92 Million
1.84% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Wp Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
4,883
shares
|
$2.91 Million
0.79% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
4,877
shares
|
$2.91 Million
1.13% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
4,866
shares
|
$2.9 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,853
shares
|
$2.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,848
shares
|
$2.89 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 13, 2024 Q2 2024 |
4,846
shares
|
$2.89 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
4,845
shares
|
$2.89 Million
0.39% of portfolio
|
Q2 2024
Reduced 48.75%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Nov 04, 2024 Q3 2024 |
4,840
shares
|
$2.89 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
4,833
shares
|
$2.88 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,833
shares
|
$2.88 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 06, 2024 Q2 2024 |
4,808
shares
|
$2.87 Million
1.85% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
4,804
shares
|
$2.87 Million
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
4,801
shares
|
$2.86 Million
0.18% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
4,798
shares
|
$2.86 Million
0.72% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 16, 2024 Q2 2024 |
4,798
shares
|
$2.86 Million
0.75% of portfolio
|
Q2 2024
Added 9.14%
|
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
4,791
shares
|
$2.86 Million
0.89% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 13, 2024 Q2 2024 |
4,777
shares
|
$2.85 Million
1.03% of portfolio
|
Q2 2024
Added 2.8%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
4,770
shares
|
$2.85 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$2.84 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$2.83 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
4,745
shares
|
$2.83 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,735
shares
|
$2.83 Million
0.51% of portfolio
|
Q3 2024
Added 22.41%
|