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 |
|---|---|---|---|---|---|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$2.09 Million
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,499
shares
|
$2.09 Million
0.14% of portfolio
|
Q3 2024
Added 424.59%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
3,495
shares
|
$2.09 Million
0.37% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Seven Eight Capital, LP
|
Aug 12, 2024 Q2 2024 |
3,487
shares
|
$2.08 Million
0.19% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
|
Klcm Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
3,485
shares
|
$2.08 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
3,482
shares
|
$2.08 Million
1.03% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,450
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$2.06 Million
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2024 Q2 2024 |
3,449
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2024
Reduced 24.53%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 14, 2024 Q2 2024 |
3,449
shares
|
$2.06 Million
0.89% of portfolio
|
Q2 2024
Reduced 17.41%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
3,443
shares
|
$2.05 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,435
shares
|
$2.05 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
3,431
shares
|
$2.05 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 13, 2024 Q2 2024 |
3,428
shares
|
$2.05 Million
1.45% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
3,427
shares
|
$2.04 Million
0.46% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$2.04 Million
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,422
shares
|
$2.04 Million
0.72% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$2.04 Million
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
3,416
shares
|
$2.04 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Cornerstone Advisory, LLC
|
Aug 14, 2024 Q2 2024 |
3,413
shares
|
$2.04 Million
0.26% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,410
shares
|
$2.03 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
3,409
shares
|
$2.03 Million
0.37% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
3,403
shares
|
$2.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
3,402
shares
|
$2.03 Million
0.32% of portfolio
|
Q2 2024
Added 6.11%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|