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 |
|---|---|---|---|---|---|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
541
shares
|
$283,218
0.16% of portfolio
|
Q4 2024
Reduced 71.53%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
541
shares
|
$283,218
0.17% of portfolio
|
Q4 2024
Reduced 68.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$282,695
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
540
shares
|
$282,695
0.04% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
540
shares
|
$282,695
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
539
shares
|
$282,171
0.02% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
538
shares
|
$281,648
0.09% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
537
shares
|
$281,124
0.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
537
shares
|
$281,124
0.08% of portfolio
|
Q4 2024
Reduced 49.53%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
537
shares
|
$281,124
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
536
shares
|
$280,601
0.08% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
536
shares
|
$280,601
0.04% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
536
shares
|
$280,601
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
535
shares
|
$280,077
0.09% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
535
shares
|
$280,077
0.02% of portfolio
|
Q4 2024
Added 27.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
533
shares
|
$279,030
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$278,507
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
532
shares
|
$278,507
0.24% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
531
shares
|
$277,983
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
530
shares
|
$277,460
0.02% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
530
shares
|
$277,460
0.19% of portfolio
|
Q4 2024
Reduced 31.7%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
529
shares
|
$276,936
0.09% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
529
shares
|
$276,936
0.08% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
529
shares
|
$276,936
0.01% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
529
shares
|
$276,936
0.1% of portfolio
|
Q4 2024
Added 12.31%
|