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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
57
shares
|
$28,507
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
57
shares
|
$28,507
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
57
shares
|
$28,507
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
55
shares
|
$27,507
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
55
shares
|
$27,507
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
53
shares
|
$26,506
0.01% of portfolio
|
Q3 2024
Added 152.38%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
52
shares
|
$26,006
0.0% of portfolio
|
Q3 2022
Added 160.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
51
shares
|
$25,506
0.02% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
50
shares
|
$25,006
0.01% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$25,006
0.0% of portfolio
|
Q3 2024
Reduced 43.18%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
47
shares
|
$23,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
46
shares
|
$23,005
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$22,005
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
43
shares
|
$21,505
0.0% of portfolio
|
Q3 2024
Reduced 20.37%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
42
shares
|
$21,005
0.02% of portfolio
|
Q1 2024
Reduced 27.59%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
40
shares
|
$20,005
0.01% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
40
shares
|
$20,005
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
40
shares
|
$20,005
0.01% of portfolio
|
Q2 2024
Reduced 29.82%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
37
shares
|
$18,504
0.01% of portfolio
|
Q3 2024
Added 42.31%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
33
shares
|
$16,504
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$15,003
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
27
shares
|
$13,503
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
26
shares
|
$13,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$13,003
0.01% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$12,503
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|