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 Capital, LLC
La Jolla, CA |
Oct 22, 2024 Q2 2024 |
3,011
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2024
Reduced 66.09%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
3,009
shares
|
$1.8 Million
0.49% of portfolio
|
Q3 2019
Added 0.43%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$1.79 Million
0.53% of portfolio
|
Q1 2019
Added 200.0%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
2,984
shares
|
$1.78 Million
0.68% of portfolio
|
Q2 2024
Reduced 1.97%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,980
shares
|
$1.78 Million
0.23% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,975
shares
|
$1.78 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,970
shares
|
$1.77 Million
0.69% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
2,969
shares
|
$1.77 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
2,962
shares
|
$1.77 Million
0.92% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
2,962
shares
|
$1.77 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,960
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2024
Added 20.23%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
2,953
shares
|
$1.76 Million
1.99% of portfolio
|
Q2 2024
Added 15.67%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,951
shares
|
$1.76 Million
0.39% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,951
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,949
shares
|
$1.76 Million
0.18% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,939
shares
|
$1.75 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
2,933
shares
|
$1.75 Million
0.48% of portfolio
|
Q1 2024
Added 2.84%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
2,933
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
2,932
shares
|
$1.75 Million
0.73% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
2,931
shares
|
$1.75 Million
0.57% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Planning Center, Inc.
|
Aug 08, 2024 Q2 2024 |
2,927
shares
|
$1.75 Million
0.27% of portfolio
|
Q4 2023
Reduced 0.03%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$1.75 Million
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
2,925
shares
|
$1.75 Million
0.06% of portfolio
|
Q2 2024
Reduced 48.93%
|
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
2,914
shares
|
$1.74 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.17%
|