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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
1,726
shares
|
$978,693
0.65% of portfolio
|
Q2 2024
Added 5.5%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
1,726
shares
|
$978,693
0.29% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,725
shares
|
$978,126
0.15% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
1,716
shares
|
$973,023
0.23% of portfolio
|
Q1 2024
Reduced 7.74%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
1,715
shares
|
$972,456
0.2% of portfolio
|
Q2 2024
Added 23.74%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,710
shares
|
$969,621
0.74% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2024 Q2 2024 |
1,709
shares
|
$969,054
4.79% of portfolio
|
Q2 2024
New holding
|
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,697
shares
|
$962,249
0.06% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$961,682
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$961,115
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$961,115
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
1,695
shares
|
$961,115
0.85% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
1,687
shares
|
$956,579
0.52% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
1,684
shares
|
$954,878
0.39% of portfolio
|
Q2 2024
Added 4.4%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,683
shares
|
$954,311
0.34% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,682
shares
|
$953,744
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 09, 2024 Q2 2024 |
1,680
shares
|
$952,610
0.04% of portfolio
|
Q2 2024
Reduced 93.49%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
1,679
shares
|
$952,043
0.13% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,678
shares
|
$951,476
0.64% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 02, 2024 Q2 2024 |
1,677
shares
|
$950,909
0.4% of portfolio
|
Q2 2024
Added 3.01%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,673
shares
|
$948,641
0.34% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
1,673
shares
|
$948,641
0.2% of portfolio
|
Q4 2023
Reduced 5.37%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Aug 14, 2024 Q2 2024 |
1,672
shares
|
$948,074
0.1% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,672
shares
|
$948,074
0.71% of portfolio
|
Q3 2024
Added 59.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
1,667
shares
|
$945,239
0.09% of portfolio
|
Q3 2024
Reduced 16.57%
|