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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,415
shares
|
$1.44 Million
0.14% of portfolio
|
Q3 2024
Added 96.18%
|
|
|
Strong Box Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
2,412
shares
|
$1.44 Million
0.6% of portfolio
|
Q2 2024
Reduced 36.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$1.44 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
2,410
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,410
shares
|
$1.44 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
2,393
shares
|
$1.43 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,393
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
2,393
shares
|
$1.43 Million
0.31% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,388
shares
|
$1.42 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
2,386
shares
|
$1.42 Million
0.77% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
2,384
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,380
shares
|
$1.42 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,379
shares
|
$1.42 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,376
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
2,367
shares
|
$1.41 Million
0.59% of portfolio
|
Q2 2024
Reduced 37.38%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
2,367
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
2,365
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
2,361
shares
|
$1.41 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
2,359
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
2,355
shares
|
$1.41 Million
0.19% of portfolio
|
Q2 2024
Added 41.78%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
2,354
shares
|
$1.4 Million
0.09% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
2,350
shares
|
$1.4 Million
0.28% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 12, 2024 Q2 2024 |
2,335
shares
|
$1.39 Million
0.81% of portfolio
|
Q1 2024
Added 0.43%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,333
shares
|
$1.39 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$1.39 Million
1.4% of portfolio
|
Q2 2024
Added 8.29%
|