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 |
|---|---|---|---|---|---|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,121
shares
|
$1.86 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
3,120
shares
|
$1.86 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
3,108
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Added 108.87%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,107
shares
|
$1.85 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,100
shares
|
$1.85 Million
0.65% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Ar Asset Management Inc
|
Aug 12, 2024 Q2 2024 |
3,090
shares
|
$1.84 Million
0.38% of portfolio
|
Q3 2023
Added 137.69%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
3,090
shares
|
$1.84 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
3,088
shares
|
$1.84 Million
0.52% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 01, 2024 Q2 2024 |
3,088
shares
|
$1.84 Million
0.58% of portfolio
|
Q2 2024
Added 15.53%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
3,077
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.1%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
3,074
shares
|
$1.83 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
3,074
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,072
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
3,071
shares
|
$1.83 Million
0.49% of portfolio
|
Q2 2024
Reduced 23.42%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,070
shares
|
$1.83 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
3,069
shares
|
$1.83 Million
0.92% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
3,043
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,041
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,036
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,025
shares
|
$1.8 Million
0.44% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$1.8 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
3,019
shares
|
$1.8 Million
0.48% of portfolio
|
Q3 2024
Added 24.65%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
3,018
shares
|
$1.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
Independent Investors Inc
|
Oct 24, 2024 Q3 2024 |
3,015
shares
|
$1.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,014
shares
|
$1.8 Million
0.3% of portfolio
|
Q2 2024
Added 1.58%
|