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 |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
2,907
shares
|
$1.73 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
2,902
shares
|
$1.73 Million
0.86% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
2,899
shares
|
$1.73 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
2,895
shares
|
$1.73 Million
0.88% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Kingfisher Capital LLC
|
Aug 14, 2024 Q2 2024 |
2,887
shares
|
$1.72 Million
0.34% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 08, 2024 Q2 2024 |
2,870
shares
|
$1.71 Million
0.22% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Jul 23, 2024 Q2 2024 |
2,862
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
|
Absolute Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
2,861
shares
|
$1.71 Million
0.88% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,850
shares
|
$1.7 Million
0.26% of portfolio
|
Q1 2023
Reduced 4.94%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 08, 2024 Q2 2024 |
2,844
shares
|
$1.7 Million
1.01% of portfolio
|
Q2 2024
Added 1.57%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
2,834
shares
|
$1.69 Million
0.71% of portfolio
|
Q3 2024
Added 382.79%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,832
shares
|
$1.69 Million
1.34% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,829
shares
|
$1.69 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
2,823
shares
|
$1.68 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 08, 2024 Q2 2024 |
2,815
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2024
Added 381.2%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
2,812
shares
|
$1.68 Million
0.54% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
2,807
shares
|
$1.67 Million
0.37% of portfolio
|
Q4 2023
Reduced 6.65%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
2,806
shares
|
$1.67 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,793
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
2,777
shares
|
$1.66 Million
0.44% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
2,768
shares
|
$1.65 Million
0.68% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
2,767
shares
|
$1.65 Million
0.32% of portfolio
|
Q2 2024
Added 39.54%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,766
shares
|
$1.65 Million
0.16% of portfolio
|
Q2 2024
Reduced 20.97%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
2,765
shares
|
$1.65 Million
1.06% of portfolio
|
Q2 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
2,761
shares
|
$1.65 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.97%
|