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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,635
shares
|
$754,585
0.47% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
1,635
shares
|
$754,585
0.14% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,633
shares
|
$753,662
0.32% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,632
shares
|
$753,200
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
1,629
shares
|
$751,816
0.38% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
1,629
shares
|
$751,816
0.05% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
1,628
shares
|
$751,354
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
1,625
shares
|
$749,970
0.35% of portfolio
|
Q4 2022
Added 44.44%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,620
shares
|
$747,662
0.32% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
1,616
shares
|
$745,816
0.31% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,612
shares
|
$743,970
0.05% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,610
shares
|
$743,047
0.06% of portfolio
|
Q4 2024
Reduced 34.21%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
1,608
shares
|
$742,124
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
1,605
shares
|
$740,739
0.1% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
1,604
shares
|
$740,278
2.44% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
1,603
shares
|
$739,816
0.48% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
1,600
shares
|
$738,432
0.58% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
1,600
shares
|
$738,432
0.83% of portfolio
|
Q4 2024
Added 77.78%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,594
shares
|
$735,662
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
1,588
shares
|
$732,893
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
1,588
shares
|
$732,893
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,584
shares
|
$731,047
0.09% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1,583
shares
|
$730,586
0.51% of portfolio
|
Q4 2024
Reduced 15.66%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,582
shares
|
$730,124
0.35% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$728,278
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|