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 |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,398
shares
|
$2.03 Million
0.33% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
3,391
shares
|
$2.02 Million
0.3% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
3,388
shares
|
$2.02 Million
0.83% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
3,387
shares
|
$2.02 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
3,384
shares
|
$2.02 Million
0.21% of portfolio
|
Q2 2024
Added 12.95%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
3,383
shares
|
$2.02 Million
2.19% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,383
shares
|
$2.02 Million
0.79% of portfolio
|
Q3 2024
Added 53.22%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$2.02 Million
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
3,378
shares
|
$2.02 Million
0.71% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
3,372
shares
|
$2.01 Million
0.31% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,335
shares
|
$1.99 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.52%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,331
shares
|
$1.99 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
3,331
shares
|
$1.99 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Trust Investment Advisors
|
Aug 12, 2024 Q2 2024 |
3,330
shares
|
$1.99 Million
1.11% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
3,321
shares
|
$1.98 Million
0.32% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,317
shares
|
$1.98 Million
0.46% of portfolio
|
Q1 2023
Added 24.84%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 09, 2024 Q2 2024 |
3,314
shares
|
$1.98 Million
0.42% of portfolio
|
Q2 2024
Reduced 76.34%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,312
shares
|
$1.98 Million
0.39% of portfolio
|
Q3 2024
Added 108.56%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
3,308
shares
|
$1.97 Million
0.85% of portfolio
|
Q2 2024
Added 3.83%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 12, 2024 Q2 2024 |
3,305
shares
|
$1.97 Million
1.57% of portfolio
|
Q2 2024
Reduced 12.22%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,302
shares
|
$1.97 Million
0.39% of portfolio
|
Q1 2024
Added 234.55%
|
|
|
Csu Producer Resources, Inc.
|
Aug 08, 2024 Q2 2024 |
3,300
shares
|
$1.97 Million
5.6% of portfolio
|
Q1 2021
Reduced 48.44%
|
|
|
Groesbeck Investment Management Corp
|
Oct 23, 2024 Q3 2024 |
3,296
shares
|
$1.97 Million
2.83% of portfolio
|
Q3 2024
Reduced 17.52%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
3,287
shares
|
$1.96 Million
0.69% of portfolio
|
Q2 2024
Added 2.18%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
3,285
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2024
Added 2.91%
|