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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,660
shares
|
$941,269
0.15% of portfolio
|
Q3 2024
Reduced 33.2%
|
|
|
Texas Capital Bancshares Inc
|
Aug 15, 2024 Q2 2024 |
1,660
shares
|
$941,269
0.35% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$940,702
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
1,659
shares
|
$940,702
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
1,658
shares
|
$940,135
0.4% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,650
shares
|
$935,599
0.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
1,648
shares
|
$934,465
0.1% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
1,645
shares
|
$932,764
0.49% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,645
shares
|
$932,764
0.58% of portfolio
|
Q3 2024
Added 37.31%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,645
shares
|
$932,764
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
1,641
shares
|
$930,496
0.54% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 15, 2024 Q2 2024 |
1,634
shares
|
$926,527
0.36% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Gen Trust, LLC
|
Aug 09, 2024 Q2 2024 |
1,630
shares
|
$924,258
0.05% of portfolio
|
Q2 2024
Added 23.48%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
1,630
shares
|
$924,258
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,629
shares
|
$923,691
0.05% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
1,625
shares
|
$921,423
0.44% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
1,624
shares
|
$920,856
0.16% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Heron Bay Capital Management
|
Aug 13, 2024 Q2 2024 |
1,623
shares
|
$920,289
0.18% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,622
shares
|
$919,722
0.11% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 22, 2024 Q3 2024 |
1,622
shares
|
$919,722
2.61% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 12, 2024 Q2 2024 |
1,622
shares
|
$919,722
0.41% of portfolio
|
Q2 2024
Reduced 21.07%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,619
shares
|
$918,021
0.2% of portfolio
|
Q3 2024
Added 154.96%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,617
shares
|
$916,887
0.36% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
1,616
shares
|
$916,320
0.31% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
1,615
shares
|
$915,753
0.23% of portfolio
|
Q2 2024
Added 2.8%
|