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 3,811 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
2,699
shares
|
$1.61 Million
0.18% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
2,692
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$1.61 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Caldwell Investment Management Ltd.
|
Jul 22, 2024 Q2 2024 |
2,690
shares
|
$1.61 Million
1.1% of portfolio
|
Q1 2023
Reduced 56.05%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,687
shares
|
$1.6 Million
0.16% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$1.6 Million
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$1.6 Million
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
2,679
shares
|
$1.6 Million
1.05% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,678
shares
|
$1.6 Million
0.28% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
2,677
shares
|
$1.6 Million
0.78% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
2,672
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
2,670
shares
|
$1.59 Million
0.84% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
2,667
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.15%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
2,664
shares
|
$1.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 61.07%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,658
shares
|
$1.59 Million
0.84% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
2,652
shares
|
$1.58 Million
0.62% of portfolio
|
Q3 2024
Reduced 98.51%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
2,650
shares
|
$1.58 Million
1.45% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,650
shares
|
$1.58 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
2,646
shares
|
$1.58 Million
0.73% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
2,642
shares
|
$1.58 Million
0.27% of portfolio
|
Q2 2024
Reduced 72.96%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,641
shares
|
$1.58 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
2,632
shares
|
$1.57 Million
0.44% of portfolio
|
Q2 2022
Added 2.17%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
2,630
shares
|
$1.57 Million
0.28% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
2,623
shares
|
$1.57 Million
0.38% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,623
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2024
Reduced 56.13%
|