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 |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
2,010
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,006
shares
|
$1.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 15.14%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
2,002
shares
|
$1.14 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$1.13 Million
0.71% of portfolio
|
Q4 2023
Reduced 8.17%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
2,000
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Aug 09, 2024 Q2 2024 |
2,000
shares
|
$1.13 Million
0.88% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 09, 2024 Q2 2024 |
2,000
shares
|
$1.13 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$1.13 Million
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
1,988
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
1,987
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,983
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,981
shares
|
$1.12 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$1.12 Million
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Profit Investment Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,974
shares
|
$1.12 Million
0.9% of portfolio
|
Q4 2023
Added 10.28%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$1.12 Million
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
1,969
shares
|
$1.12 Million
0.27% of portfolio
|
Q2 2024
Added 12.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,966
shares
|
$1.11 Million
0.27% of portfolio
|
Q3 2024
Added 62.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,964
shares
|
$1.11 Million
0.08% of portfolio
|
Q2 2024
Added 5.25%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
1,963
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
1,960
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Reduced 7.85%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2024 Q2 2024 |
1,959
shares
|
$1.11 Million
0.34% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Cardinal Capital Management, Inc.
|
Oct 10, 2024 Q3 2024 |
1,950
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 93.61%
|
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
1,948
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,942
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,942
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2024
Added 42.17%
|