S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
S&P 500   3,768.25
DOW   30,814.26
QQQ   311.86
Log in
NYSE:UNH

UnitedHealth Group Institutional Ownership

$351.30
+0.77 (+0.22 %)
(As of 01/15/2021 12:00 AM ET)
Add
Compare
Today's Range
$345.74
Now: $351.30
$353.05
50-Day Range
$335.01
MA: $346.13
$365.03
52-Week Range
$187.72
Now: $351.30
$367.95
Volume3.78 million shs
Average Volume3.40 million shs
Market Capitalization$333.32 billion
P/E Ratio20.18
Dividend Yield1.42%
Beta0.68

Institutional Ownership

Institutional Ownership Changes (13F Filings) for UnitedHealth Group (NYSE:UNH)

Institutional Ownership Percentage: 86.39%

Institutional Buying and Selling by Quarter


UnitedHealth Group (NYSE UNH) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
1/15/2021Leelyn Smith LLC7,559$2.65M0.8%+2.6%0.001%
1/15/2021Ullmann Financial Group Inc.592$0.21M0.1%-13.8%0.000%
1/15/2021Baystate Wealth Management LLC741$0.26M0.0%+15.8%0.000%
1/15/2021Signature Wealth Management Group3,126$1.10M0.7%+13.4%0.000%
1/15/2021Davis Rea LTD.6,330$2.22M1.2%+2.9%0.001%
1/15/2021Patriot Financial Group Insurance Agency LLC1,761$0.62M0.2%+53.5%0.000%
1/15/2021Legacy Advisors LLC606$0.21M0.1%N/A0.000%
1/15/2021Westside Investment Management Inc.3,302$1.16M0.0%-6.1%0.000%
1/15/2021NBT Bank N A NY13,973$4.90M0.7%+1.3%0.001%
1/15/2021Beacon Financial Group4,595$1.63M0.3%-1.4%0.000%
1/15/2021Bowling Portfolio Management LLC10,838$3.80M0.9%-8.0%0.001%
1/15/2021Bay Rivers Group5,918$2.08M1.7%+0.5%0.001%
1/15/2021Gofen & Glossberg LLC IL4,332$1.52M0.0%+7.2%0.000%
1/15/2021Strategic Wealth Designers3,087$1.08M0.9%N/A0.000%
1/15/2021Clarius Group LLC8,931$3.13M0.3%+7.3%0.001%
1/15/2021Boston Trust Walden Corp276,408$96.93M1.0%-0.6%0.029%
1/15/2021Cardinal Capital Management Inc.33,133$11.62M0.7%+4.9%0.003%
1/15/2021Pioneer Trust Bank N A OR32,715$11.47M3.5%+2.5%0.003%
1/15/2021First Financialcorp IN1,096$0.39M0.3%+3.6%0.000%
1/15/2021Arden Trust Co25,328$8.88M1.5%-3.5%0.003%
1/14/2021Atalanta Sosnoff Capital LLC229,220$80.38M2.1%-0.2%0.024%
1/14/2021Gateway Investment Advisers LLC334,591$117.33M1.3%-3.5%0.035%
1/14/2021Bogart Wealth LLC3,527$1.24M0.2%+7.5%0.000%
1/14/2021Professional Financial Advisors LLC2,186$0.77M0.6%+2.8%0.000%
1/14/2021Access Financial Services Inc.750$0.26M0.1%N/A0.000%
1/14/2021Traynor Capital Management Inc.1,502$0.53M0.1%-30.9%0.000%
1/14/2021Crossmark Global Holdings Inc.42,433$14.88M0.4%-0.8%0.004%
1/14/2021Vigilant Capital Management LLC86,019$30.17M2.9%+2.3%0.009%
1/14/2021Cullinan Associates Inc.34,647$12.15M0.7%+5.9%0.004%
1/14/2021Ardevora Asset Management LLP141,013$49.45M0.8%+4.4%0.015%
1/14/2021Breiter Capital Management Inc.5,562$1.95M1.4%+141.8%0.001%
1/14/2021Iron Horse Wealth Management LLC1,344$0.47M0.4%N/A0.000%
1/14/2021Fulton Breakefield Broenniman LLC60,185$21.11M2.5%-14.2%0.006%
1/14/2021James Hambro & Partners137,935$48.34M5.4%+7.7%0.015%
1/14/2021First Midwest Bank Trust Division16,912$5.93M0.9%-7.1%0.002%
1/14/2021Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,963$1.04M0.0%+17.4%0.000%
1/14/2021Vigilare Wealth Management1,100$0.39M0.4%+15.8%0.000%
1/14/2021Kovack Advisors Inc.5,202$1.82M0.3%+20.3%0.001%
1/14/2021Douglas Lane & Associates LLC97,287$34.12M0.6%-0.4%0.010%
1/13/2021RNC Capital Management LLC20,967$7.35M0.5%+16.1%0.002%
1/13/2021Asset Planning Services Inc. LA ADV16,875$5.92M3.8%-0.4%0.002%
1/13/2021Raymond James Trust N.A.62,681$21.98M0.8%+0.2%0.007%
1/13/2021Chemung Canal Trust Co.17,599$6.17M1.3%+14.3%0.002%
1/13/2021Strategic Investment Advisors MI4,531$1.59M0.5%+121.6%0.000%
1/13/2021IFM Investors Pty Ltd91,721$32.17M1.0%+16.5%0.010%
1/13/2021Lavaca Capital LLC2,302$0.81M0.1%N/A0.000%
1/13/2021Contravisory Investment Management Inc.19,764$6.93M2.2%+0.6%0.002%
1/13/2021Signature Estate & Investment Advisors LLC1,361$0.48M0.0%-3.7%0.000%
1/13/2021Orrstown Financial Services Inc.4,423$1.55M2.3%-3.5%0.000%
1/13/2021Coastal Investment Advisors Inc.4,454$1.56M0.4%+3.4%0.000%
1/13/2021Iron Financial LLC948$0.33M0.2%+9.5%0.000%
1/13/2021Sheets Smith Wealth Management8,019$2.81M0.4%+2.5%0.001%
1/13/2021Redpoint Investment Management Pty Ltd25,386$8.90M0.9%+8.8%0.003%
1/13/2021Pinnacle Financial Partners Inc.80,015$26.76M1.3%-0.4%0.008%
1/13/2021Global Retirement Partners LLC9,666$3.39M0.4%-3.9%0.001%
1/13/2021Sowell Financial Services LLC15,732$5.52M0.2%+8.9%0.002%
1/13/2021Parkside Investments LLC13,454$4.72M1.0%+6.8%0.001%
1/13/2021Symphony Financial Ltd. Co.9,332$3.26M1.2%+7.8%0.001%
1/13/2021KMG Fiduciary Partners LLC18,627$6.42M1.4%+10.7%0.002%
1/13/2021Mountain Capital Investment Advisors Inc3,048$1.10M0.3%-21.7%0.000%
1/13/2021First Citizens Bank & Trust Co.26,757$9.38M0.5%-0.5%0.003%
1/13/2021Acropolis Investment Management LLC13,327$4.67M0.5%+0.4%0.001%
1/13/2021Xcel Wealth Management LLC2,671$0.94M0.4%-10.1%0.000%
1/13/2021Cox Capital Mgt LLC9,203$3.23M2.5%+4.2%0.001%
1/13/2021Foundations Investment Advisors LLC7,559$2.75M0.2%+92.9%0.001%
1/13/2021Brookstone Capital Management7,673$2.69M0.1%+6.6%0.001%
1/12/2021Benchmark Wealth Management LLC693$0.24M0.2%-13.4%0.000%
1/12/2021CX Institutional23,445$8.22M0.8%-8.0%0.002%
1/12/2021BTR Capital Management Inc.39,513$13.86M2.2%+0.3%0.004%
1/12/2021Single Point Partners LLC710$0.25M0.1%+10.6%0.000%
1/12/2021Abner Herrman & Brock LLC44,642$15.66M2.4%-1.2%0.005%
1/12/2021First Hawaiian Bank19,366$6.79M0.3%+15.3%0.002%
1/12/2021Wallington Asset Management LLC32,720$11.47M2.2%+0.5%0.003%
1/12/2021Central Bank & Trust Co.22,996$8.06M1.4%+0.5%0.002%
1/12/2021Baldwin Brothers Inc. MA1,186$0.42M0.1%+17.8%0.000%
1/12/2021FARMERS & MERCHANTS TRUST Co OF LONG BEACH18,744$6.57M2.4%-0.3%0.002%
1/12/2021Chickasaw Capital Management LLC785$0.28M0.0%+8.3%0.000%
1/12/2021Perkins Coie Trust Co14,508$5.09M1.7%+1.8%0.002%
1/12/2021Founders Capital Management605$0.21M0.1%N/A0.000%
1/12/2021Burns J W & Co. Inc. NY5,315$1.86M0.3%+4.2%0.001%
1/12/2021HBW Advisory Services LLC10,732$3.76M1.1%+4.9%0.001%
1/12/2021Hohimer Wealth Management LLC10,925$3.83M1.0%-9.4%0.001%
1/12/2021IMS Capital Management3,664$1.29M0.8%+12.4%0.000%
1/12/2021Red Door Wealth Management LLC6,714$2.36M1.4%+5.0%0.001%
1/12/2021Bainco International Investors35,246$12.36M1.4%+55.3%0.004%
1/12/2021Legacy Private Trust Co.6,132$2.15M0.2%-9.0%0.001%
1/12/2021Clarus Wealth Advisors588$0.21M0.1%N/A0.000%
1/12/2021Cypress Capital Group9,842$3.45M0.5%+29.4%0.001%
1/12/2021Granite Investment Advisors LLC29,174$10.23M1.8%-3.0%0.003%
1/12/2021CFO4Life Group LLC2,792$0.98M0.3%+1.3%0.000%
1/12/2021Bremer Bank National Association4,243$1.49M0.4%-4.7%0.000%
1/12/2021TrimTabs Asset Management LLC6,834$2.33M1.4%-8.4%0.001%
1/12/2021TPG Financial Advisors LLC1,071$0.38M0.3%+18.7%0.000%
1/12/2021Town & Country Bank & Trust CO dba First Bankers Trust CO8,528$2.99M1.2%+1.3%0.001%
1/11/2021Hohimer Wealth Management LLC10,925$3.83M1.0%-9.4%0.001%
1/11/2021Burke & Herbert Bank & Trust Co.1,518$0.53M0.4%-13.5%0.000%
1/11/2021TRUE Private Wealth Advisors2,043$0.72M0.1%+1.9%0.000%
1/11/2021Triangle Securities Wealth Management5,386$1.89M0.7%+2.2%0.001%
1/11/2021Summit Financial Wealth Advisors LLC3,095$0.97M0.3%+6.0%0.000%
1/11/2021Stolper Co16,946$5.94M3.3%-0.6%0.002%
(Data available from 1/1/2016 forward)

This page was last updated on 1/18/2021 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.