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 |
|---|---|---|---|---|---|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
2,555
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
2,535
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,524
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2024
Added 128.42%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,518
shares
|
$1.5 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,512
shares
|
$1.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
2,511
shares
|
$1.5 Million
0.29% of portfolio
|
Q3 2023
Reduced 9.58%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
2,507
shares
|
$1.5 Million
0.49% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
2,506
shares
|
$1.5 Million
0.45% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Oct 09, 2024 Q2 2024 |
2,506
shares
|
$1.5 Million
0.93% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
2,500
shares
|
$1.49 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 13, 2024 Q2 2024 |
2,500
shares
|
$1.49 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
2,491
shares
|
$1.49 Million
0.24% of portfolio
|
Q2 2024
Added 2.68%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
2,489
shares
|
$1.49 Million
0.63% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,486
shares
|
$1.48 Million
0.55% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
2,486
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2024
Added 12.18%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$1.47 Million
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
2,466
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,461
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
2,457
shares
|
$1.47 Million
0.22% of portfolio
|
Q3 2024
Added 20.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,456
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
2,455
shares
|
$1.46 Million
0.15% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,447
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Added 13.97%
|
|
|
First County Bank /Ct/
Stamford, CT |
Aug 15, 2024 Q2 2024 |
2,447
shares
|
$1.46 Million
0.64% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,439
shares
|
$1.46 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,418
shares
|
$1.44 Million
0.39% of portfolio
|
Q2 2024
Added 1.38%
|