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 |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
744
shares
|
$389,491
0.15% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
744
shares
|
$389,491
0.02% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
742
shares
|
$388,444
0.2% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
742
shares
|
$388,444
0.04% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$387,920
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$387,397
0.18% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
740
shares
|
$387,397
0.09% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
738
shares
|
$386,350
0.05% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
737
shares
|
$385,826
0.01% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
737
shares
|
$385,826
0.31% of portfolio
|
Q4 2024
Added 68.65%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
736
shares
|
$385,303
0.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
735
shares
|
$384,779
0.06% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
734
shares
|
$384,256
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
733
shares
|
$383,732
0.32% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$383,732
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
733
shares
|
$383,732
0.03% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
732
shares
|
$383,209
0.16% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
732
shares
|
$383,209
0.02% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
731
shares
|
$382,685
0.21% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
729
shares
|
$381,638
0.09% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
728
shares
|
$381,115
0.05% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
728
shares
|
$381,115
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
727
shares
|
$380,591
0.11% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
725
shares
|
$379,544
0.23% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
723
shares
|
$378,497
0.13% of portfolio
|
Q4 2024
Added 9.21%
|