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 4,037 institutions that hold shares in the stock, with a total of 794 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
509
shares
|
$154,181
0.03% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
508
shares
|
$153,878
0.26% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
508
shares
|
$153,878
0.09% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
508
shares
|
$153,878
0.13% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
507
shares
|
$153,575
0.05% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
505
shares
|
$152,969
0.08% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
505
shares
|
$152,969
0.06% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
505
shares
|
$152,969
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
504
shares
|
$152,666
0.01% of portfolio
|
Q4 2023
Reduced 49.8%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
504
shares
|
$152,666
0.11% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
503
shares
|
$152,363
0.11% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
503
shares
|
$152,363
0.18% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
502
shares
|
$152,060
0.02% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
502
shares
|
$152,060
0.1% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
501
shares
|
$151,757
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
500
shares
|
$151,455
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$151,455
0.07% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$151,455
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
500
shares
|
$151,455
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$151,455
0.13% of portfolio
|
Q4 2024
Reduced 58.57%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
500
shares
|
$151,455
0.08% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
University Of Chicago
Chicago, IL |
May 08, 2025 Q1 2025 |
500
shares
|
$151,455
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
499
shares
|
$151,152
0.01% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
499
shares
|
$151,152
0.01% of portfolio
|
Q1 2025
Reduced 26.18%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
499
shares
|
$151,152
0.05% of portfolio
|
Q1 2025
Added 68.58%
|