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 |
|---|---|---|---|---|---|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,675
shares
|
$773,046
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$772,584
0.33% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,672
shares
|
$771,661
0.09% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,672
shares
|
$771,661
0.11% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
1,671
shares
|
$771,199
0.12% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,671
shares
|
$771,199
0.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
1,669
shares
|
$770,276
0.16% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,664
shares
|
$767,969
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,662
shares
|
$767,046
0.24% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
1,662
shares
|
$767,046
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
1,659
shares
|
$765,661
0.18% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
1,658
shares
|
$765,200
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,655
shares
|
$763,815
0.25% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,654
shares
|
$763,354
0.01% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
1,652
shares
|
$762,431
0.36% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
1,651
shares
|
$761,969
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
1,650
shares
|
$761,508
0.74% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,650
shares
|
$761,508
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,648
shares
|
$760,584
0.08% of portfolio
|
Q4 2024
Reduced 23.53%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,647
shares
|
$760,123
0.13% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
1,645
shares
|
$759,200
0.27% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,640
shares
|
$756,892
0.19% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,640
shares
|
$756,892
0.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
1,639
shares
|
$756,431
0.24% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,637
shares
|
$755,508
0.2% of portfolio
|
Q3 2024
Added 23.92%
|