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 |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$4,001
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
8
shares
|
$4,001
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
6
shares
|
$3,000
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6
shares
|
$3,000
0.09% of portfolio
|
Q3 2024
Reduced 98.57%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
3
shares
|
$1,500
0.0% of portfolio
|
Q2 2024
Reduced 99.84%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
3
shares
|
$1,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2
shares
|
$1,000
0.0% of portfolio
|
Q2 2024
Reduced 91.67%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$500
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|