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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,100
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 16, 2024 Q2 2024 |
2,100
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.33%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
2,090
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,087
shares
|
$1.18 Million
0.9% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,086
shares
|
$1.18 Million
0.33% of portfolio
|
Q2 2024
Added 20.16%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Aug 14, 2024 Q2 2024 |
2,086
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Parnassus Investments, LLC
|
Aug 06, 2024 Q2 2024 |
2,083
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 16.83%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
2,079
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
2,077
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,073
shares
|
$1.18 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 12, 2024 Q2 2024 |
2,062
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Added 83.45%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
2,052
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2024
Added 66.15%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
2,050
shares
|
$1.16 Million
1.29% of portfolio
|
Q4 2021
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$1.16 Million
1.12% of portfolio
|
Q3 2024
Added 10.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
2,050
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2024
Reduced 52.52%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
2,044
shares
|
$1.16 Million
0.81% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,042
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$1.16 Million
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,037
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
2,033
shares
|
$1.15 Million
0.65% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 14, 2024 Q2 2024 |
2,028
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2024
Reduced 20.19%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$1.15 Million
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,020
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,013
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.35%
|