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 3,838 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 $388 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
408
shares
|
$204,053
0.18% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
408
shares
|
$204,053
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
406
shares
|
$203,052
0.11% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
406
shares
|
$203,052
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
406
shares
|
$203,052
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
405
shares
|
$202,552
0.06% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$202,552
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
405
shares
|
$202,552
0.19% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Oct 08, 2024 Q3 2024 |
404
shares
|
$202,052
0.08% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
403
shares
|
$201,552
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
403
shares
|
$201,552
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
401
shares
|
$200,552
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$200,052
0.09% of portfolio
|
Q2 2024
Reduced 15.25%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
400
shares
|
$200,052
0.12% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
400
shares
|
$200,052
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
399
shares
|
$199,551
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
398
shares
|
$199,051
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
397
shares
|
$198,551
0.11% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
397
shares
|
$198,551
0.17% of portfolio
|
Q3 2024
Reduced 67.27%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
397
shares
|
$198,551
0.18% of portfolio
|
Q3 2024
Reduced 36.78%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
397
shares
|
$198,551
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
396
shares
|
$198,051
0.03% of portfolio
|
Q2 2024
Reduced 8.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
396
shares
|
$198,051
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
395
shares
|
$197,551
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
393
shares
|
$196,551
0.02% of portfolio
|
Q3 2024
New holding
|