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 |
|---|---|---|---|---|---|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
3,954
shares
|
$2.36 Million
0.07% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
3,951
shares
|
$2.36 Million
0.75% of portfolio
|
Q2 2024
Added 0.36%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
3,940
shares
|
$2.35 Million
0.89% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,926
shares
|
$2.34 Million
0.78% of portfolio
|
Q2 2024
Added 14.59%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
3,921
shares
|
$2.34 Million
0.44% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,918
shares
|
$2.34 Million
0.19% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,899
shares
|
$2.33 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
3,889
shares
|
$2.32 Million
0.25% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$2.32 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,878
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
3,872
shares
|
$2.31 Million
0.93% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
3,864
shares
|
$2.31 Million
0.31% of portfolio
|
Q1 2024
Reduced 14.93%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
3,858
shares
|
$2.3 Million
1.25% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Mizuho Securities Usa LLC
|
Nov 06, 2024 Q3 2024 |
3,856
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 94.57%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 09, 2024 Q2 2024 |
3,843
shares
|
$2.29 Million
1.45% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,842
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
3,836
shares
|
$2.29 Million
0.23% of portfolio
|
Q2 2024
Added 12.13%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
3,834
shares
|
$2.29 Million
0.89% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
3,811
shares
|
$2.27 Million
1.44% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ahl Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,809
shares
|
$2.27 Million
1.54% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,808
shares
|
$2.27 Million
0.5% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
3,808
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
3,806
shares
|
$2.27 Million
0.73% of portfolio
|
Q3 2024
Added 26.28%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$2.27 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
3,798
shares
|
$2.27 Million
0.48% of portfolio
|
Q2 2024
Added 627.59%
|