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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,622
shares
|
$1.56 Million
0.09% of portfolio
|
Q2 2024
Added 7.95%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$1.56 Million
0.18% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Nov 06, 2024 Q3 2024 |
2,609
shares
|
$1.56 Million
0.92% of portfolio
|
Q3 2024
Added 28.4%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,608
shares
|
$1.56 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
2,604
shares
|
$1.55 Million
1.27% of portfolio
|
Q2 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
2,603
shares
|
$1.55 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
2,600
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2023
Added 8.33%
|
|
|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
2,598
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2024
Reduced 16.68%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
2,594
shares
|
$1.55 Million
0.54% of portfolio
|
Q2 2024
Added 9.92%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
2,588
shares
|
$1.54 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.71%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,587
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
Added 16.22%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
2,586
shares
|
$1.54 Million
0.25% of portfolio
|
Q2 2024
Reduced 51.32%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
2,586
shares
|
$1.54 Million
0.32% of portfolio
|
Q3 2024
Added 22.68%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
2,585
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
2,584
shares
|
$1.54 Million
0.27% of portfolio
|
Q2 2024
Added 3.73%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
2,581
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
2,581
shares
|
$1.54 Million
0.62% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,578
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,577
shares
|
$1.54 Million
0.51% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,574
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
2,574
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,574
shares
|
$1.54 Million
0.83% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
2,561
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2024
Reduced 45.92%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,558
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
2,557
shares
|
$1.53 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.66%
|