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 4,015 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
787
shares
|
$412,002
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
787
shares
|
$412,002
0.19% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$410,955
0.03% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$410,955
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$409,908
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
781
shares
|
$408,861
0.02% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
781
shares
|
$408,861
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$408,337
0.08% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Parametrica Management LTD
|
Feb 11, 2025 Q4 2024 |
777
shares
|
$406,767
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
775
shares
|
$405,720
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
774
shares
|
$405,196
0.02% of portfolio
|
Q2 2024
Reduced 95.68%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$403,626
0.03% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$403,626
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
771
shares
|
$403,626
0.31% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$403,102
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
770
shares
|
$403,102
0.13% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
769
shares
|
$402,579
0.14% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
769
shares
|
$402,579
0.19% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
768
shares
|
$402,055
0.07% of portfolio
|
Q4 2024
Reduced 54.29%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Feb 13, 2025 Q4 2024 |
768
shares
|
$402,055
0.48% of portfolio
|
Q4 2024
Reduced 42.81%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
766
shares
|
$401,008
0.14% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
765
shares
|
$400,485
0.06% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
764
shares
|
$399,961
0.08% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$399,438
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
763
shares
|
$399,438
0.07% of portfolio
|
Q4 2024
Reduced 16.15%
|