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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
2,174
shares
|
$1.23 Million
0.34% of portfolio
|
Q2 2024
Added 5.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,174
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
2,165
shares
|
$1.23 Million
0.89% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,162
shares
|
$1.23 Million
0.35% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
2,156
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2024 Q2 2024 |
2,156
shares
|
$1.22 Million
0.44% of portfolio
|
Q2 2024
Reduced 43.82%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,156
shares
|
$1.22 Million
1.01% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
2,155
shares
|
$1.22 Million
0.46% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,155
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Reduced 52.26%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
2,147
shares
|
$1.22 Million
0.62% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
2,139
shares
|
$1.21 Million
0.25% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,137
shares
|
$1.21 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
American Money Management, LLC
|
Aug 13, 2024 Q2 2024 |
2,130
shares
|
$1.21 Million
0.23% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,129
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Aug 01, 2024 Q2 2024 |
2,129
shares
|
$1.21 Million
0.81% of portfolio
|
Q2 2024
Reduced 10.62%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,128
shares
|
$1.21 Million
0.47% of portfolio
|
Q3 2024
Added 47.57%
|
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,124
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 80.1%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
2,119
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,117
shares
|
$1.2 Million
0.38% of portfolio
|
Q2 2024
Reduced 45.37%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2,116
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 58.38%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,104
shares
|
$1.19 Million
0.65% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
2,104
shares
|
$1.19 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
2,102
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,102
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.18%
|