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UnitedHealth shares owned by Independent Family Office

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Independent Family Office from 13F filings

Historical chart of Independent Family Office investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Independent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Independent Family Office

Quarter filed Position value Share count Share price at filing
2024-03-31 $379k 766 494.70
2023-12-31 $335k 636 526.47
2023-09-30 $321k 636 504.19
2022-06-30 $228k 443 514.67

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View all positions for Independent Family Office

Top funds holding UnitedHealth

Vanguard Group
T. Rowe Price Associates
Wellington Management Company
Jpmorgan Chase & Co
Alliancebernstein
Bank of America Corporation
Norges Bank Investment Management
Royal Bank of Canada
Legal & General Group
Wells Fargo & Company
Bank of New York Mellon
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
ClearBridge Advisors

View all funds holding UnitedHealth