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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 13, 2024 Q2 2024 |
1,613
shares
|
$914,619
0.32% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,611
shares
|
$913,485
0.16% of portfolio
|
Q3 2024
Reduced 55.53%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
1,606
shares
|
$910,650
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
1,600
shares
|
$907,248
0.1% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,597
shares
|
$905,546
0.05% of portfolio
|
Q2 2024
Reduced 5.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,596
shares
|
$904,979
0.17% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
1,594
shares
|
$903,845
0.19% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,588
shares
|
$900,443
0.68% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
1,587
shares
|
$899,876
0.25% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
1,579
shares
|
$895,340
0.1% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$894,773
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,575
shares
|
$893,072
0.06% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
1,575
shares
|
$893,072
0.27% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,572
shares
|
$891,371
0.33% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
1,571
shares
|
$890,804
0.05% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,569
shares
|
$889,670
0.34% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,569
shares
|
$889,670
0.21% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
1,566
shares
|
$887,968
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
1,562
shares
|
$885,700
0.54% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,561
shares
|
$885,133
0.24% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
1,552
shares
|
$880,030
0.17% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,552
shares
|
$880,030
1.41% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,545
shares
|
$876,061
0.06% of portfolio
|
Q3 2024
Added 50.58%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,545
shares
|
$876,061
0.32% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,544
shares
|
$875,494
0.11% of portfolio
|
Q3 2024
Added 7.97%
|