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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,940
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,940
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Added 65.95%
|
|
|
Founders Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,939
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2024
Added 12.02%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,933
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
1,932
shares
|
$1.1 Million
0.64% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$1.09 Million
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 14, 2024 Q2 2024 |
1,929
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2024
Reduced 96.78%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,924
shares
|
$1.09 Million
0.21% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
1,912
shares
|
$1.08 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,911
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2024
Added 10.21%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$1.08 Million
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,900
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
1,900
shares
|
$1.08 Million
0.75% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
1,900
shares
|
$1.08 Million
0.69% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$1.08 Million
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Diamant Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,890
shares
|
$1.07 Million
0.65% of portfolio
|
Q2 2024
Added 8.62%
|
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
1,889
shares
|
$1.07 Million
0.1% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,887
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,881
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,880
shares
|
$1.07 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
1,877
shares
|
$1.06 Million
1.2% of portfolio
|
Q2 2024
Added 17.17%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
1,876
shares
|
$1.06 Million
0.74% of portfolio
|
Q2 2024
Reduced 77.93%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
1,874
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
Added 67.62%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,869
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 7.35%
|