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 3,667 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $376 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$14,861
0.03% of portfolio
|
Q3 2022
New holding
|
|
Rocky Mountain Advisers, LLC
|
Apr 26, 2024 Q1 2024 |
28
shares
|
$13,870
0.01% of portfolio
|
Q1 2024
Added 55.56%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
28
shares
|
$13,870
0.0% of portfolio
|
Q1 2024
Added 833.33%
|
|
Jdm Financial Group LLC
Encino, CA |
May 08, 2024 Q1 2024 |
26
shares
|
$12,879
0.01% of portfolio
|
Q1 2023
Added 85.71%
|
|
Emfo, LLC
|
May 03, 2024 Q1 2024 |
25
shares
|
$12,384
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
Advantage Trust CO
Salina, KS |
May 07, 2024 Q1 2024 |
25
shares
|
$12,384
0.01% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
24
shares
|
$11,888
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 02, 2024 Q1 2024 |
24
shares
|
$11,888
0.0% of portfolio
|
Q3 2022
New holding
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
24
shares
|
$11,888
0.0% of portfolio
|
Q4 2023
New holding
|
|
Distillate Capital Partners LLC
|
May 14, 2024 Q1 2024 |
23
shares
|
$11,393
1.91% of portfolio
|
Q3 2023
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 01, 2024 Q1 2024 |
21
shares
|
$10,402
0.0% of portfolio
|
Q4 2022
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$9,907
0.0% of portfolio
|
Q2 2023
New holding
|
|
4 Thought Financial Group Inc.
|
Apr 24, 2024 Q1 2024 |
20
shares
|
$9,907
0.01% of portfolio
|
Q4 2023
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
20
shares
|
$9,907
0.0% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
18
shares
|
$8,916
0.0% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
17
shares
|
$8,421
0.0% of portfolio
|
Q3 2022
New holding
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 24, 2024 Q1 2024 |
17
shares
|
$8,421
0.0% of portfolio
|
Q1 2024
New holding
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
16
shares
|
$7,925
0.0% of portfolio
|
Q1 2024
Reduced 97.07%
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 13, 2024 Q1 2024 |
16
shares
|
$7,925
0.0% of portfolio
|
Q2 2023
Added 14.29%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$6,439
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 13, 2024 Q1 2024 |
12
shares
|
$5,944
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2024 Q1 2024 |
12
shares
|
$5,944
0.3% of portfolio
|
Q1 2024
Added 9.09%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
12
shares
|
$5,944
0.01% of portfolio
|
Q4 2022
New holding
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 08, 2024 Q1 2024 |
11
shares
|
$5,449
0.01% of portfolio
|
Q1 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
10
shares
|
$4,953
0.0% of portfolio
|
Q3 2023
Added 66.67%
|