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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,582
shares
|
$2.73 Million
0.2% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Payden & Rygel
Los Angeles, CA |
Oct 07, 2024 Q2 2024 |
4,580
shares
|
$2.73 Million
0.19% of portfolio
|
Q1 2024
Added 563.32%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,580
shares
|
$2.73 Million
0.19% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 02, 2024 Q2 2024 |
4,575
shares
|
$2.73 Million
0.81% of portfolio
|
Q3 2021
Added 38.64%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,574
shares
|
$2.73 Million
0.4% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
4,570
shares
|
$2.73 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
4,567
shares
|
$2.73 Million
1.64% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
4,552
shares
|
$2.72 Million
1.09% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
4,546
shares
|
$2.71 Million
1.56% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
4,537
shares
|
$2.71 Million
0.56% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
4,535
shares
|
$2.71 Million
0.84% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,521
shares
|
$2.7 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.63%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
4,514
shares
|
$2.69 Million
2.06% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
4,513
shares
|
$2.69 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
4,509
shares
|
$2.69 Million
0.97% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
4,506
shares
|
$2.69 Million
0.21% of portfolio
|
Q2 2024
Added 11.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
4,485
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
4,482
shares
|
$2.67 Million
0.1% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
4,464
shares
|
$2.66 Million
0.51% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
4,459
shares
|
$2.66 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
4,458
shares
|
$2.66 Million
0.18% of portfolio
|
Q3 2024
Added 11.84%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
4,455
shares
|
$2.66 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
4,440
shares
|
$2.65 Million
2.34% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,435
shares
|
$2.65 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
4,428
shares
|
$2.64 Million
0.81% of portfolio
|
Q3 2024
Added 4.16%
|