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 4,057 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $367 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
1,746
shares
|
$814,369
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,744
shares
|
$813,436
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
1,743
shares
|
$812,970
0.14% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$812,970
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,743
shares
|
$812,970
0.25% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,739
shares
|
$811,104
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
1,727
shares
|
$805,507
0.36% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,714
shares
|
$799,443
0.74% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,714
shares
|
$799,443
0.13% of portfolio
|
Q4 2024
Reduced 20.79%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,712
shares
|
$798,511
0.1% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,710
shares
|
$797,578
0.67% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
1,710
shares
|
$797,578
0.39% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,702
shares
|
$793,846
0.3% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$791,048
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,695
shares
|
$790,581
0.39% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$790,581
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$790,581
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
1,694
shares
|
$790,115
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
1,694
shares
|
$790,115
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,693
shares
|
$789,649
0.18% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$788,716
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,689
shares
|
$787,783
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$785,451
0.17% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,680
shares
|
$783,585
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,677
shares
|
$782,186
0.59% of portfolio
|
Q4 2024
Reduced 0.3%
|