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 |
|---|---|---|---|---|---|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Feb 12, 2025 Q4 2024 |
1,575
shares
|
$726,894
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,573
shares
|
$725,970
0.46% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,573
shares
|
$725,970
0.27% of portfolio
|
Q4 2024
Added 39.7%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,570
shares
|
$724,586
0.23% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,569
shares
|
$724,124
0.07% of portfolio
|
Q4 2024
Reduced 59.95%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,569
shares
|
$724,124
0.28% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
1,567
shares
|
$723,201
0.21% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,566
shares
|
$722,740
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
1,564
shares
|
$721,817
0.11% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,564
shares
|
$721,817
0.19% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,560
shares
|
$719,971
0.09% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,547
shares
|
$713,971
0.02% of portfolio
|
Q4 2024
Added 48.75%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,547
shares
|
$713,971
0.34% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
1,546
shares
|
$713,509
0.15% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$710,740
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
1,537
shares
|
$709,356
0.33% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,536
shares
|
$708,894
0.51% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,533
shares
|
$707,510
0.6% of portfolio
|
Q4 2024
Added 62.74%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
1,530
shares
|
$706,125
0.09% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,527
shares
|
$704,741
0.15% of portfolio
|
N/A
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,527
shares
|
$704,741
0.28% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,525
shares
|
$703,818
0.16% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,525
shares
|
$703,818
0.28% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,522
shares
|
$702,433
0.16% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Feb 03, 2025 Q4 2024 |
1,522
shares
|
$702,433
0.03% of portfolio
|
Q4 2024
Added 0.07%
|