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 3,842 institutions that hold shares in the stock, with a total of 770 Million shares, which have been reported (via 13F filing form) to have a value of $401 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Academy Capital Management Inc
Waco, TX |
Oct 17, 2024 Q3 2024 |
441
shares
|
$229,624
0.04% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
441
shares
|
$229,624
0.16% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
439
shares
|
$228,582
0.0% of portfolio
|
Q3 2024
Reduced 96.85%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
438
shares
|
$228,062
0.02% of portfolio
|
Q1 2024
Added 12.02%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
438
shares
|
$228,062
0.11% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
437
shares
|
$227,541
0.08% of portfolio
|
Q3 2024
Reduced 99.81%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
437
shares
|
$227,541
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$227,020
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
436
shares
|
$227,020
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Roth Financial Partners LLC
|
Oct 11, 2024 Q3 2024 |
435
shares
|
$226,500
0.1% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
435
shares
|
$226,500
0.18% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
435
shares
|
$226,500
0.07% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$226,500
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
434
shares
|
$225,979
0.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
434
shares
|
$225,979
0.08% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
433
shares
|
$225,458
0.01% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
433
shares
|
$225,458
0.09% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
433
shares
|
$225,458
0.12% of portfolio
|
Q2 2024
Reduced 2.7%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
432
shares
|
$224,938
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
430
shares
|
$223,896
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
429
shares
|
$223,376
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
429
shares
|
$223,376
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
428
shares
|
$222,855
0.09% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
428
shares
|
$222,855
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$221,813
0.01% of portfolio
|
Q3 2024
New holding
|