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 4,055 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 $396 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$79,884
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
157
shares
|
$78,879
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$75,363
0.07% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$75,363
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
150
shares
|
$75,363
0.04% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
150
shares
|
$75,363
0.04% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
150
shares
|
$75,363
0.02% of portfolio
|
Q3 2024
Reduced 31.51%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
147
shares
|
$73,855
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
146
shares
|
$73,353
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$73,353
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
146
shares
|
$73,353
0.03% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
142
shares
|
$71,343
0.03% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
138
shares
|
$69,333
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$68,329
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
135
shares
|
$67,826
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
134
shares
|
$67,324
0.03% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
134
shares
|
$67,324
0.02% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$65,314
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$65,314
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
130
shares
|
$65,314
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$65,314
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
129
shares
|
$64,812
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$64,309
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$64,309
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
126
shares
|
$63,304
0.01% of portfolio
|
Q4 2023
Reduced 85.97%
|