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 3,839 institutions that hold shares in the stock, with a total of 775 Million shares, which have been reported (via 13F filing form) to have a value of $391 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
486
shares
|
$245,191
0.05% of portfolio
|
Q3 2024
Added 18.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$244,687
0.14% of portfolio
|
Q3 2024
Added 14.12%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$244,687
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
485
shares
|
$244,687
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
485
shares
|
$244,687
0.06% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
485
shares
|
$244,687
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
485
shares
|
$244,687
0.05% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
484
shares
|
$244,182
0.08% of portfolio
|
Q2 2024
Reduced 11.52%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
483
shares
|
$243,678
0.03% of portfolio
|
Q3 2024
Reduced 75.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
483
shares
|
$243,678
0.24% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
482
shares
|
$243,173
0.07% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
482
shares
|
$243,173
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
481
shares
|
$242,669
0.1% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
480
shares
|
$242,164
0.08% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
479
shares
|
$241,660
0.09% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
473
shares
|
$238,633
0.05% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
472
shares
|
$238,128
0.19% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
472
shares
|
$238,128
0.05% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
471
shares
|
$237,624
0.1% of portfolio
|
Q1 2024
Reduced 29.81%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
470
shares
|
$237,119
0.22% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
470
shares
|
$237,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
470
shares
|
$237,119
0.13% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
469
shares
|
$236,615
0.2% of portfolio
|
Q3 2024
Added 33.62%
|
|
|
Tuttle Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
469
shares
|
$236,615
2.66% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
469
shares
|
$236,615
0.02% of portfolio
|
Q3 2024
Added 942.22%
|