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 |
|---|---|---|---|---|---|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$873,226
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,538
shares
|
$872,092
0.35% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,535
shares
|
$870,391
0.14% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
1,531
shares
|
$868,122
0.57% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
1,529
shares
|
$866,988
0.09% of portfolio
|
Q2 2024
Reduced 25.49%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,522
shares
|
$863,019
0.22% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
1,521
shares
|
$862,452
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,519
shares
|
$861,318
0.14% of portfolio
|
Q1 2024
Added 92.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,518
shares
|
$860,751
0.14% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
1,514
shares
|
$858,483
0.39% of portfolio
|
Q2 2024
Added 163.76%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,512
shares
|
$857,349
0.35% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
1,510
shares
|
$856,215
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,508
shares
|
$855,081
0.33% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
1,507
shares
|
$854,514
0.38% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
1,504
shares
|
$852,813
0.45% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
1,502
shares
|
$851,679
0.46% of portfolio
|
Q1 2024
Added 11.09%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
1,501
shares
|
$851,112
0.34% of portfolio
|
Q3 2024
Added 155.27%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
1,500
shares
|
$850,545
0.03% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$850,545
0.54% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,498
shares
|
$849,410
0.08% of portfolio
|
Q3 2024
Added 233.63%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
1,497
shares
|
$848,843
0.37% of portfolio
|
Q4 2023
Added 25.06%
|
|
|
Summa Corp.
Tomball, TX |
Oct 17, 2024 Q3 2024 |
1,497
shares
|
$848,843
0.42% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
1,496
shares
|
$848,276
0.32% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$848,276
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,495
shares
|
$847,709
0.03% of portfolio
|
Q3 2024
Reduced 57.66%
|