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 |
|---|---|---|---|---|---|
|
Kensington Investment Counsel, LLC
|
Aug 14, 2024 Q2 2024 |
2,755
shares
|
$1.64 Million
0.62% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
2,751
shares
|
$1.64 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 09, 2024 Q2 2024 |
2,749
shares
|
$1.64 Million
0.44% of portfolio
|
Q2 2024
Added 23.05%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 13, 2024 Q2 2024 |
2,748
shares
|
$1.64 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
2,747
shares
|
$1.64 Million
0.2% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
2,743
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2024
Added 91.68%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 14, 2024 Q2 2024 |
2,742
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,738
shares
|
$1.63 Million
0.23% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
2,731
shares
|
$1.63 Million
0.21% of portfolio
|
Q2 2024
Added 21.97%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
2,730
shares
|
$1.63 Million
0.29% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 13, 2024 Q2 2024 |
2,729
shares
|
$1.63 Million
0.4% of portfolio
|
Q1 2024
Added 111.47%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
2,728
shares
|
$1.63 Million
0.67% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
2,728
shares
|
$1.63 Million
1.08% of portfolio
|
Q2 2024
Added 17.28%
|
|
|
Baldwin Investment Management, LLC
|
Jul 30, 2024 Q2 2024 |
2,726
shares
|
$1.63 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,725
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
2,717
shares
|
$1.62 Million
0.41% of portfolio
|
Q3 2024
Reduced 43.04%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
2,714
shares
|
$1.62 Million
1.27% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
2,714
shares
|
$1.62 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,713
shares
|
$1.62 Million
0.79% of portfolio
|
Q2 2024
Added 5.85%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,711
shares
|
$1.62 Million
0.14% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$1.61 Million
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
2,705
shares
|
$1.61 Million
0.93% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,700
shares
|
$1.61 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$1.61 Million
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 05, 2024 Q2 2024 |
2,700
shares
|
$1.61 Million
0.63% of portfolio
|
Q2 2024
New holding
|