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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
2,256
shares
|
$1.28 Million
0.25% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,253
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
2,252
shares
|
$1.28 Million
0.42% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
2,245
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
2,237
shares
|
$1.27 Million
1.73% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
2,233
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
2,227
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
2,219
shares
|
$1.26 Million
0.21% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
2,211
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2024
Added 3.17%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
2,206
shares
|
$1.25 Million
0.59% of portfolio
|
Q3 2024
Reduced 29.77%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,205
shares
|
$1.25 Million
0.38% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,205
shares
|
$1.25 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
2,204
shares
|
$1.25 Million
0.87% of portfolio
|
Q2 2024
Added 18.69%
|
|
|
Jsf Financial, LLC
|
Aug 14, 2024 Q2 2024 |
2,202
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,201
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
2,200
shares
|
$1.25 Million
0.46% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,197
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
2,196
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$1.24 Million
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,194
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
2,191
shares
|
$1.24 Million
0.81% of portfolio
|
Q2 2024
Reduced 10.35%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,186
shares
|
$1.24 Million
1.26% of portfolio
|
Q3 2024
New holding
|