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 |
|---|---|---|---|---|---|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
3,285
shares
|
$1.96 Million
1.46% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$1.96 Million
0.34% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
3,279
shares
|
$1.96 Million
1.21% of portfolio
|
Q2 2024
Added 8.08%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,276
shares
|
$1.95 Million
0.6% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
3,264
shares
|
$1.95 Million
0.58% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
3,249
shares
|
$1.94 Million
0.24% of portfolio
|
Q2 2024
Reduced 13.84%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
3,248
shares
|
$1.94 Million
0.57% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,248
shares
|
$1.94 Million
0.45% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,239
shares
|
$1.93 Million
0.32% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,236
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Aug 13, 2024 Q2 2024 |
3,222
shares
|
$1.92 Million
1.4% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
3,218
shares
|
$1.92 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
3,195
shares
|
$1.91 Million
1.74% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
3,193
shares
|
$1.91 Million
0.78% of portfolio
|
Q2 2024
Added 11.1%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,180
shares
|
$1.9 Million
0.3% of portfolio
|
Q1 2023
Added 0.86%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
3,170
shares
|
$1.89 Million
1.88% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
3,168
shares
|
$1.89 Million
0.78% of portfolio
|
Q2 2024
Added 9.17%
|
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
3,165
shares
|
$1.89 Million
0.35% of portfolio
|
Q2 2024
Reduced 60.95%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
3,164
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2024
Reduced 23.89%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,152
shares
|
$1.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,141
shares
|
$1.87 Million
0.37% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,141
shares
|
$1.87 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
3,140
shares
|
$1.87 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,122
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.32%
|