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 |
|---|---|---|---|---|---|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
179
shares
|
$89,523
0.16% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
173
shares
|
$86,522
0.04% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
170
shares
|
$85,022
0.03% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
167
shares
|
$83,521
0.08% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
166
shares
|
$83,021
0.04% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$81,521
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
160
shares
|
$80,020
0.04% of portfolio
|
Q3 2023
Added 81.82%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
160
shares
|
$80,020
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
159
shares
|
$79,520
0.02% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
155
shares
|
$77,520
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
154
shares
|
$77,020
0.03% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
152
shares
|
$76,019
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Nov 14, 2024 Q3 2024 |
151
shares
|
$75,519
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
150
shares
|
$75,019
0.07% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$75,019
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
150
shares
|
$75,019
0.02% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
146
shares
|
$73,018
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$73,018
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
141
shares
|
$70,518
0.02% of portfolio
|
Q3 2024
Added 21.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$68,017
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
136
shares
|
$68,017
0.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
135
shares
|
$67,517
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
131
shares
|
$65,517
0.01% of portfolio
|
Q3 2024
Reduced 14.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$65,016
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$65,016
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|