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 |
|---|---|---|---|---|---|
|
Factorial Partners, LLC
|
Aug 07, 2024 Q2 2024 |
1,800
shares
|
$1.02 Million
0.63% of portfolio
|
Q2 2024
Reduced 70.0%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
1,800
shares
|
$1.02 Million
0.71% of portfolio
|
Q1 2024
Added 28.57%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
1,792
shares
|
$1.02 Million
0.37% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
1,791
shares
|
$1.02 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
1,787
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2023
Reduced 10.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
1,781
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
1,780
shares
|
$1.01 Million
0.27% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
1,777
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
1,773
shares
|
$1.01 Million
1.22% of portfolio
|
Q3 2024
Added 130.56%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,769
shares
|
$1 Million
0.59% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
1,766
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,765
shares
|
$1 Million
0.54% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,763
shares
|
$999,673
0.41% of portfolio
|
Q3 2024
Added 37.2%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,760
shares
|
$997,972
0.66% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
1,751
shares
|
$992,869
0.34% of portfolio
|
Q3 2024
Reduced 41.54%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$992,302
0.66% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,746
shares
|
$990,034
0.19% of portfolio
|
Q4 2022
Added 2.11%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,746
shares
|
$990,034
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,742
shares
|
$987,766
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Bard Financial Services, Inc.
|
Oct 04, 2024 Q3 2024 |
1,735
shares
|
$983,797
0.21% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,729
shares
|
$980,394
0.11% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,727
shares
|
$979,260
0.1% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
1,727
shares
|
$979,260
0.36% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
1,726
shares
|
$978,693
0.65% of portfolio
|
Q2 2024
Added 5.5%
|