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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,150
shares
|
$2.48 Million
0.29% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,143
shares
|
$2.47 Million
0.34% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$2.47 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
4,139
shares
|
$2.47 Million
0.89% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
4,110
shares
|
$2.45 Million
0.25% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
4,106
shares
|
$2.45 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
4,087
shares
|
$2.44 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
4,087
shares
|
$2.44 Million
0.57% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
4,086
shares
|
$2.44 Million
0.09% of portfolio
|
Q2 2024
Added 34.32%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
4,084
shares
|
$2.44 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Lawson Kroeker Investment Management Inc
|
Oct 15, 2024 Q3 2024 |
4,081
shares
|
$2.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$2.43 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
4,065
shares
|
$2.43 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2024 Q2 2024 |
4,064
shares
|
$2.42 Million
0.38% of portfolio
|
Q2 2024
Added 20.88%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
4,055
shares
|
$2.42 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
4,055
shares
|
$2.42 Million
0.98% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
4,053
shares
|
$2.42 Million
0.45% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 06, 2024 Q2 2024 |
4,051
shares
|
$2.42 Million
0.93% of portfolio
|
Q2 2024
Added 1.35%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2024 Q2 2024 |
4,035
shares
|
$2.41 Million
1.41% of portfolio
|
Q4 2023
Reduced 0.62%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
4,031
shares
|
$2.41 Million
0.55% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,028
shares
|
$2.4 Million
2.09% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Finance, LLC
|
Oct 25, 2024 Q3 2024 |
4,019
shares
|
$2.4 Million
4.02% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
4,019
shares
|
$2.4 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Murphy Pohlad Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,010
shares
|
$2.39 Million
0.98% of portfolio
|
Q3 2024
Reduced 34.36%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,974
shares
|
$2.37 Million
0.78% of portfolio
|
Q3 2024
Added 17.57%
|