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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,793
shares
|
$2.26 Million
0.22% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,783
shares
|
$2.26 Million
0.8% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
3,779
shares
|
$2.25 Million
0.3% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,776
shares
|
$2.25 Million
0.48% of portfolio
|
Q3 2024
Reduced 46.73%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
3,768
shares
|
$2.25 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
3,754
shares
|
$2.24 Million
0.58% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
3,752
shares
|
$2.24 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
3,746
shares
|
$2.24 Million
0.18% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
3,742
shares
|
$2.23 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
3,731
shares
|
$2.23 Million
0.55% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,715
shares
|
$2.22 Million
0.76% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
3,711
shares
|
$2.21 Million
2.2% of portfolio
|
Q2 2023
Reduced 6.0%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,710
shares
|
$2.21 Million
2.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,708
shares
|
$2.21 Million
0.77% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
3,700
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
3,695
shares
|
$2.2 Million
0.2% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,691
shares
|
$2.2 Million
1.07% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Nov 05, 2024 Q3 2024 |
3,680
shares
|
$2.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
3,680
shares
|
$2.2 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,672
shares
|
$2.19 Million
1.22% of portfolio
|
Q3 2024
Added 770.14%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Aug 08, 2024 Q2 2024 |
3,671
shares
|
$2.19 Million
1.71% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$2.19 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
3,663
shares
|
$2.19 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
3,650
shares
|
$2.18 Million
1.51% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
3,647
shares
|
$2.18 Million
1.32% of portfolio
|
Q2 2024
Added 13.23%
|