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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
4,272
shares
|
$2.55 Million
0.4% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,259
shares
|
$2.54 Million
0.18% of portfolio
|
Q3 2023
Added 8.73%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,253
shares
|
$2.54 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
4,251
shares
|
$2.54 Million
0.85% of portfolio
|
Q4 2023
Added 16.47%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 05, 2024 Q2 2024 |
4,236
shares
|
$2.53 Million
1.02% of portfolio
|
Q2 2024
Reduced 17.07%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
4,236
shares
|
$2.53 Million
0.31% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,227
shares
|
$2.52 Million
1.6% of portfolio
|
Q3 2024
Reduced 11.05%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$2.52 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,226
shares
|
$2.52 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Hardy Reed LLC
|
Aug 12, 2024 Q2 2024 |
4,224
shares
|
$2.52 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
4,209
shares
|
$2.51 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
4,201
shares
|
$2.51 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,197
shares
|
$2.5 Million
0.43% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,195
shares
|
$2.5 Million
0.39% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,192
shares
|
$2.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,188
shares
|
$2.5 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,179
shares
|
$2.49 Million
0.7% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Aug 06, 2024 Q2 2024 |
4,177
shares
|
$2.49 Million
0.99% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
4,171
shares
|
$2.49 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 08, 2024 Q2 2024 |
4,169
shares
|
$2.49 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
4,164
shares
|
$2.48 Million
0.5% of portfolio
|
Q2 2024
Added 6.77%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$2.48 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,161
shares
|
$2.48 Million
0.17% of portfolio
|
Q3 2024
Added 233.15%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,159
shares
|
$2.48 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
4,158
shares
|
$2.48 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.79%
|