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 |
|---|---|---|---|---|---|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,426
shares
|
$2.64 Million
1.43% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
4,426
shares
|
$2.64 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
4,415
shares
|
$2.63 Million
0.09% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,414
shares
|
$2.63 Million
0.91% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,409
shares
|
$2.63 Million
0.19% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
4,407
shares
|
$2.63 Million
0.62% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
4,406
shares
|
$2.63 Million
0.31% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
4,403
shares
|
$2.63 Million
1.39% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,401
shares
|
$2.63 Million
0.72% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
4,396
shares
|
$2.62 Million
0.45% of portfolio
|
Q3 2024
Added 56.44%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
4,395
shares
|
$2.62 Million
1.5% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,387
shares
|
$2.62 Million
1.08% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,381
shares
|
$2.61 Million
2.01% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$2.61 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
4,377
shares
|
$2.61 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$2.61 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
4,370
shares
|
$2.61 Million
0.26% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Aug 09, 2024 Q2 2024 |
4,369
shares
|
$2.61 Million
1.03% of portfolio
|
Q2 2024
Reduced 3.28%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
4,365
shares
|
$2.6 Million
0.58% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
4,357
shares
|
$2.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
4,320
shares
|
$2.58 Million
0.28% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
4,308
shares
|
$2.57 Million
0.83% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Legato Capital Management LLC
|
Jul 26, 2024 Q2 2024 |
4,293
shares
|
$2.56 Million
0.31% of portfolio
|
Q2 2024
Reduced 25.08%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
4,278
shares
|
$2.55 Million
1.19% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
4,276
shares
|
$2.55 Million
0.39% of portfolio
|
Q2 2024
Reduced 8.12%
|