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 |
|---|---|---|---|---|---|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$1.32 Million
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
2,323
shares
|
$1.32 Million
0.97% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
2,323
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2024
Added 22.91%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,322
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,321
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
2,320
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2024
Added 22.69%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 05, 2024 Q2 2024 |
2,314
shares
|
$1.31 Million
0.55% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
2,310
shares
|
$1.31 Million
0.39% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
2,306
shares
|
$1.31 Million
0.49% of portfolio
|
Q2 2024
Added 9.39%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
2,306
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2024
Reduced 9.0%
|
|
|
Prudent Man Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,305
shares
|
$1.31 Million
0.42% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
2,304
shares
|
$1.31 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
2,301
shares
|
$1.3 Million
0.38% of portfolio
|
Q3 2024
Added 23.51%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,301
shares
|
$1.3 Million
0.63% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,301
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2024
Added 148.49%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 13, 2024 Q2 2024 |
2,301
shares
|
$1.3 Million
0.19% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
2,299
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
2,296
shares
|
$1.3 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,287
shares
|
$1.3 Million
0.33% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$1.3 Million
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
2,280
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
2,267
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,265
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Oct 31, 2024 Q3 2024 |
2,262
shares
|
$1.28 Million
2.59% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 13, 2024 Q2 2024 |
2,257
shares
|
$1.28 Million
0.59% of portfolio
|
Q2 2024
Reduced 30.64%
|