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 |
|---|---|---|---|---|---|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,734
shares
|
$2.82 Million
1.11% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,728
shares
|
$2.82 Million
0.3% of portfolio
|
Q2 2024
Reduced 88.59%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,725
shares
|
$2.82 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
4,723
shares
|
$2.82 Million
1.38% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$2.82 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
4,721
shares
|
$2.82 Million
0.82% of portfolio
|
Q3 2024
Added 59.82%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
4,718
shares
|
$2.82 Million
0.78% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
4,711
shares
|
$2.81 Million
0.38% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,700
shares
|
$2.8 Million
0.62% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,697
shares
|
$2.8 Million
1.28% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
4,692
shares
|
$2.8 Million
0.17% of portfolio
|
Q2 2024
Reduced 82.32%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
4,692
shares
|
$2.8 Million
0.63% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
4,689
shares
|
$2.8 Million
0.8% of portfolio
|
Q3 2024
Reduced 88.76%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
4,686
shares
|
$2.8 Million
0.28% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
4,671
shares
|
$2.79 Million
0.27% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
4,666
shares
|
$2.78 Million
0.66% of portfolio
|
Q2 2024
Reduced 27.87%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
4,663
shares
|
$2.78 Million
0.33% of portfolio
|
Q3 2024
Added 15.22%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2024 Q3 2024 |
4,651
shares
|
$2.78 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
4,628
shares
|
$2.76 Million
0.61% of portfolio
|
Q3 2024
Added 19.46%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
4,625
shares
|
$2.76 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Paralel Advisors LLC
|
Aug 06, 2024 Q2 2024 |
4,615
shares
|
$2.75 Million
0.11% of portfolio
|
Q2 2024
Added 14.04%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
4,611
shares
|
$2.75 Million
0.09% of portfolio
|
Q2 2024
Added 67.86%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
4,601
shares
|
$2.75 Million
0.79% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
4,600
shares
|
$2.74 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
4,597
shares
|
$2.74 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.26%
|