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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
3,643
shares
|
$2.17 Million
0.14% of portfolio
|
Q3 2024
Added 32.42%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$2.17 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
3,627
shares
|
$2.16 Million
0.87% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,623
shares
|
$2.16 Million
0.21% of portfolio
|
Q3 2024
Reduced 55.53%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,619
shares
|
$2.16 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Ims Capital Management
|
Aug 21, 2024 Q2 2024 |
3,601
shares
|
$2.15 Million
0.84% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,601
shares
|
$2.15 Million
1.13% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,587
shares
|
$2.14 Million
1.05% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
3,583
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,572
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,568
shares
|
$2.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,567
shares
|
$2.13 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 13, 2024 Q2 2024 |
3,562
shares
|
$2.13 Million
0.41% of portfolio
|
Q2 2024
Added 65.67%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
3,560
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.17%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,559
shares
|
$2.12 Million
0.37% of portfolio
|
Q1 2024
Added 9.85%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
3,551
shares
|
$2.12 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$2.11 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
3,534
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2024
Reduced 37.57%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,524
shares
|
$2.1 Million
0.21% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 01, 2024 Q2 2024 |
3,518
shares
|
$2.1 Million
1.21% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
3,514
shares
|
$2.1 Million
1.16% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,503
shares
|
$2.09 Million
1.5% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
3,502
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2024
Added 1.21%
|