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 |
|---|---|---|---|---|---|
|
Campion Asset Management
|
Aug 14, 2024 Q2 2024 |
1,867
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,867
shares
|
$1.06 Million
0.37% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,866
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
1,865
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,862
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
1,861
shares
|
$1.06 Million
0.43% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,857
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2024
Added 54.11%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 06, 2024 Q2 2024 |
1,848
shares
|
$1.05 Million
0.64% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
1,846
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,843
shares
|
$1.05 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1,839
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
1,838
shares
|
$1.04 Million
0.67% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
1,836
shares
|
$1.04 Million
0.77% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
1,836
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
1,834
shares
|
$1.04 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
1,830
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2024
Added 36.57%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 09, 2024 Q2 2024 |
1,829
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2023
Added 23.66%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
1,822
shares
|
$1.03 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,821
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,820
shares
|
$1.03 Million
0.55% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 13, 2024 Q2 2024 |
1,812
shares
|
$1.03 Million
0.53% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
1,811
shares
|
$1.03 Million
0.55% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,810
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
1,809
shares
|
$1.03 Million
0.12% of portfolio
|
Q2 2024
Reduced 11.89%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,803
shares
|
$1.02 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.45%
|