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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
25
shares
|
$12,503
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
24
shares
|
$12,003
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
24
shares
|
$12,003
0.01% of portfolio
|
Q3 2024
Reduced 41.46%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
23
shares
|
$11,502
1.2% of portfolio
|
Q3 2024
Added 53.33%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
22
shares
|
$11,002
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
22
shares
|
$11,002
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
21
shares
|
$10,502
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$10,002
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$10,002
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
20
shares
|
$10,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
20
shares
|
$10,002
0.0% of portfolio
|
Q4 2022
Reduced 87.5%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
19
shares
|
$9,502
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
18
shares
|
$9,002
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
18
shares
|
$9,002
0.0% of portfolio
|
Q1 2023
Reduced 59.09%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18
shares
|
$9,002
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
17
shares
|
$8,502
0.01% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
17
shares
|
$8,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$6,501
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
11
shares
|
$5,501
0.0% of portfolio
|
Q2 2024
Reduced 87.91%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
11
shares
|
$5,501
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
10
shares
|
$5,001
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
9
shares
|
$4,501
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
9
shares
|
$4,501
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
9
shares
|
$4,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8
shares
|
$4,001
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|