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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,519
shares
|
$701,048
0.14% of portfolio
|
Q1 2024
Added 92.77%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,517
shares
|
$700,125
0.07% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,517
shares
|
$700,125
0.45% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
1,515
shares
|
$699,202
0.12% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
1,515
shares
|
$699,202
0.7% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,514
shares
|
$698,741
0.47% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,512
shares
|
$697,818
0.35% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
1,504
shares
|
$694,126
0.15% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$692,280
0.34% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Shay Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$692,280
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
1,500
shares
|
$692,280
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,497
shares
|
$690,895
0.31% of portfolio
|
Q4 2023
Added 25.06%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$690,433
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
1,493
shares
|
$689,049
0.05% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,492
shares
|
$688,587
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
1,491
shares
|
$688,126
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,489
shares
|
$687,203
0.38% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$686,741
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,485
shares
|
$685,357
0.14% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,484
shares
|
$684,895
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
1,480
shares
|
$683,049
0.02% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
1,480
shares
|
$683,049
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,479
shares
|
$682,588
0.54% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
1,479
shares
|
$682,588
0.57% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
1,477
shares
|
$681,665
0.12% of portfolio
|
Q4 2024
Added 5.58%
|