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Get Institutions for : 
Unitedhealth Group Inc (UNH)  
$492.45 0.52 (0.11%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 3205    19
Total shares held : 
 808,651,525  
% of shares held : 
 85.23%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   226  
Amount of shares held : 
 14,812,458  
% of shares held change : 
   1.56%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $514.57  
Last Quarter's Ending Price : 
 $526.47  
Last Quarter's Average Price : 
 $533.34  
Change from last quarter's     
avg. price to the last closing  : 
40.89 (7.67%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
107
 12,259,531
 1.52%
 
Increased Positions :
1,409
 22,863,605
 2.83%
 
Unchanged Positions :
487
 6,846,061
 0.85%
 
Decreased Positions :
1,202
-19,065,984
-2.36%
 
Closed Positions :
88
-1,244,694
-0.15%
 
Guru Positions :
6
6,372,734
 0.79%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tilson Financial Group Inc. 70 *Closed 2024-03-31 0 $0 -390
   WT Wealth Management 111 *Closed 2023-12-31 0 $0 -2,594
   AMARILLO NATIONAL BANK 95 *Closed 2024-03-31 0 $0 -1,742
   HFG Advisors Inc. 108 *Closed 2024-03-31 0 $0 -405
   VERITY & VERITY, LLC 123 *Closed 2024-03-31 0 $0 -609
   ALLY FINANCIAL INC. 101 *Closed 2023-12-31 0 $0 -8,500
   Sterling Group Wealth Management LLC 11 *Closed 2024-03-31 0 $0 -854
   Triumph Capital Management 224 *Closed 2024-03-31 0 $0 -527
   Mint Tower Capital Management B.V. 113 *Closed 2023-12-31 0 $0 -65
   Inscription Capital LLC 198 *Closed 2024-03-31 0 $0 -5,320
   Harbor Group Inc. 84 *Closed 2024-03-31 0 $0 -401
   GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP 9 *Closed 2023-12-31 0 $0 -73,100
   Trinity Financial Advisors LLC 75 *Closed 2024-03-31 0 $0 -548
   PREMIER ASSET MANAGEMENT LLC 30 *Closed 2023-03-31 0 $0 -4,294
   GUIDANCE CAPITAL INC 167 *Closed 2024-03-31 0 $0 -1,681
   HIGHLINE CAPITAL MANAGEMENT LLC 8 *Closed 2022-12-31 0 $0 -18,465
   Rollins Financial 99 *Closed 2023-12-31 0 $0 -428
   Kalos Management Inc. 204 *Closed 2023-06-30 0 $0 -71
   CONNORS INVESTOR SERVICES INC 158 *Closed 2023-12-31 0 $0 -614
   MAKENA CAPITAL MANAGEMENT LLC 43 *Closed 2023-12-31 0 $0 -34,788
   V Wealth ManagementLLC 209 *Closed 2023-09-30 0 $0 -1,429
   Morton Brown Family Wealth LLC 212 *Closed 2024-03-31 0 $0 -3
   Fortune Financial Advisors LLC 133 *Closed 2024-03-31 0 $0 -386
   Briaud Financial Planning Inc 65 *Closed 2023-12-31 0 $0 -488
   YCMNET ADVISORS INC 206 *Closed 2023-12-31 0 $0 -476
   Hara Capital LLC 132 *Closed 2024-03-31 0 $0 -447
   One River Asset Management LLC 99 *Closed 2023-12-31 0 $0 -531
   Blue Edge Capital LLC 103 *Closed 2023-12-31 0 $0 -16,464
   ARLINGTON PARTNERS LLC 140 *Closed 2024-03-31 0 $0 -294
   Independent Wealth Network Inc. 69 *Closed 2024-03-31 0 $0 -455
   Ergoteles LLC 430 *Closed 2023-09-30 0 $0 -5,497
   Quantamental Technologies LLC 450 *Closed 2023-09-30 0 $0 -1,122
   ROCK CREEK GROUP, LP 75 *Closed 2023-12-31 0 $0 -840
   GEORGE KAISER FAMILY FOUNDATION 23 *Closed 2023-12-31 0 $0 -3,984
   IONIC CAPITAL MANAGEMENT LLC 132 *Closed 2023-12-31 0 $0 -1,051
   Horizon Family Wealth Inc. 77 *Closed 2023-12-31 0 $0 -1,006
   Eldridge Investment Advisors Inc. 147 *Closed 2023-12-31 0 $0 -420
   Vienna Asset Management LLC 52 *Closed 2023-12-31 0 $0 -109
   Trellis Advisors LLC 17 *Closed 2023-12-31 0 $0 -870
   COMPTON CAPITAL MANAGEMENT INC /RI 21 *Closed 2023-06-30 0 $0 -1,415
   Davis Investment Partners LLC 121 *Closed 2024-03-31 0 $0 -594
   Pine Haven Investment Counsel Inc 109 *Closed 2024-03-31 0 $0 -380
   Kula Investments LLC 767 *Closed 2023-03-31 0 $0 -951
   Byrne Asset Management LLC 487 *Closed 2024-03-31 0 $0 -867
   Level Financial Advisors Inc. 130 *Closed 2024-03-31 0 $0 -121
   LongView Wealth Management 182 *Closed 2024-03-31 0 $0 -466
   Integrity Wealth Solutions LLC 98 *Closed 2024-03-31 0 $0 -395
   Sterling Financial Group Inc. 67 *Closed 2024-03-31 0 $0 -387
   ARTISAN PARTNERS LIMITED PARTNERSHIP 327 *Closed 2023-12-31 0 $0 -48,309
   FIDELITY NATIONAL FINANCIAL INC 30 *Closed 2023-12-31 0 $0 -32,440
   Millington Financial Advisors LLC 79 *Closed 2023-12-31 0 $0 -3,156
   MARSICO CAPITAL MANAGEMENT LLC 71 *Closed 2023-12-31 0 $0 -96,397
   Lighthouse Investment Partners LLC 358 *Closed 2023-12-31 0 $0 -4,816
   BlueSky Wealth Advisors LLC 52 *Closed 2024-03-31 0 $0 -731
   Cable Hill Partners LLC 194 *Closed 2023-12-31 0 $0 -2,415
   Vident Investment Advisory LLC 593 *Closed 2023-09-30 0 $0 -59,867
   Ascendant Capital Management LLC 60 *Closed 2023-03-31 0 $0 -1,500
   Winton Capital Group Ltd 813 *Closed 2023-12-31 0 $0 -8,809
   Evolution Wealth Advisors LLC 142 *Closed 2024-03-31 0 $0 -386
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 102 *Closed 2023-12-31 0 $0 -871
   SHERBROOKE PARK ADVISERS LLC 613 *Closed 2023-12-31 0 $0 -879
   OKeefe Stevens Advisory Inc. 67 *Closed 2024-03-31 0 $0 -400
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 234 *Closed 2024-03-31 0 $0 -860
   Arabesque Asset Management Ltd 79 *Closed 2023-03-31 0 $0 -6,536
   Virtue Capital Management LLC 409 *Closed 2023-12-31 0 $0 -2,915
   ACORN CREEK CAPITAL LLC 80 *Closed 2024-03-31 0 $0 -624
   GUARDIAN INVESTMENT MANAGEMENT 58 *Closed 2024-03-31 0 $0 -3,630
   VERITABLE LP 497 *Closed 2023-09-30 0 $0 -27,455
   Axiom Investment Management LLC 356 *Closed 2022-12-31 0 $0 -262
   AUA CAPITAL MANAGEMENT LLC 95 *Closed 2024-03-31 0 $0 -445
   CLOVERFIELDS CAPITAL GROUP LP 105 *Closed 2023-12-31 0 $0 -47,929
   BESSEMER SECURITIES LLC 107 *Closed 2023-12-31 0 $0 -2,169
   SkyView Investment Advisors LLC 311 *Closed 2023-12-31 0 $0 -42
   Friedenthal Financial 270 *Closed 2024-03-31 0 $0 -80
   MONTICELLO WEALTH MANAGEMENT LLC 284 *Closed 2024-03-31 0 $0 -675
   Twin Peaks Wealth Advisors LLC 134 *Closed 2024-03-31 0 $0 -437
   AlphaQ Advisors LLC 176 *Closed 2023-12-31 0 $0 -488
   AlphaCrest Capital Management LLC 827 *Closed 2022-12-31 0 $0 -5,664
   MIZUHO MARKETS AMERICAS LLC 187 *Closed 2023-12-31 0 $0 -11,163
   Andrew Hill Investment Advisors Inc. 67 *Closed 2023-12-31 0 $0 -6,705
   Brainard Capital Management LLC 114 *Closed 2023-03-31 0 $0 -487
   Retireful LLC 132 *Closed 2024-03-31 0 $0 -2,292
   WESTWOOD MANAGEMENT CORP /IL/ 40 *Closed 2023-12-31 0 $0 -1,100
   FORT PITT CAPITAL GROUP LLC 132 *Closed 2024-03-31 0 $0 -888
   HIGHVISTA STRATEGIES LLC 141 *Closed 2023-12-31 0 $0 -1,200
   Woodline Partners LP 654 *Closed 2023-12-31 0 $0 -54,209
   Authentikos Wealth Advisory LLC 503 *Closed 2023-12-31 0 $0 -36
   Mizuho Securities Co. Ltd. 87 *Closed 2023-12-31 0 $0 -220
   Keystone Wealth Services LLC 222 *Closed 2024-03-31 0 $0 -387
   Truvestments Capital LLC 809 *Closed 2023-12-31 0 $0 -16
   HITE HEDGE ASSET MANAGEMENT LLC 120 *Closed 2023-12-31 0 $0 -550
   TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC 85 *Closed 2023-03-31 0 $0 -1,305
   Kearns & Associates LLC *Closed 2023-12-31 0 $0 -500
   CYPRESS CAPITAL MANAGEMENT LLC 184 *Closed 2022-12-31 0 $0 -21,963
   Caerus Investment Advisors LLC 38 *Closed 2024-03-31 0 $0 -808
   Sheets Smith Investment Management 36 *Closed 2022-12-31 0 $0 -4,066
   Richelieu Gestion PLC 76 *Closed 2024-03-31 0 $0 -49
   Terra Nova Asset Management LLC 89 *Closed 2024-03-31 0 $0 -876
   Meridian Wealth Management LLC 512 *Closed 2024-03-31 0 $0 -29,003
   CAPITAL FUND MANAGEMENT S.A. 787 *Closed 2023-12-31 0 $0 -21,483
  100 Records found
  1    
  Page 1 of 1
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