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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
319
shares
|
$159,541
0.04% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
319
shares
|
$159,541
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
318
shares
|
$159,041
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
317
shares
|
$158,541
0.1% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
314
shares
|
$157,040
0.04% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
313
shares
|
$156,540
0.09% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
310
shares
|
$155,040
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
308
shares
|
$154,040
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
300
shares
|
$150,039
0.02% of portfolio
|
Q2 2024
Reduced 98.43%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
298
shares
|
$149,038
0.09% of portfolio
|
Q4 2023
Reduced 14.86%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$148,038
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
292
shares
|
$146,037
0.27% of portfolio
|
Q2 2024
Added 65.91%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
290
shares
|
$145,037
0.14% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
287
shares
|
$143,537
0.02% of portfolio
|
Q3 2024
Added 124.22%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
283
shares
|
$141,536
0.05% of portfolio
|
Q1 2024
Reduced 80.26%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Sep 30, 2024 Q2 2024 |
280
shares
|
$140,036
0.06% of portfolio
|
Q2 2024
Reduced 23.71%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
275
shares
|
$137,535
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
274
shares
|
$137,035
0.04% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
274
shares
|
$137,035
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
265
shares
|
$132,534
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
265
shares
|
$132,534
0.05% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
259
shares
|
$129,533
0.01% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$126,532
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
249
shares
|
$124,532
0.04% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
245
shares
|
$122,531
0.04% of portfolio
|
Q3 2024
Reduced 11.23%
|