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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
95
shares
|
$47,729
0.03% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
94
shares
|
$47,227
0.09% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
90
shares
|
$45,217
0.01% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
90
shares
|
$45,217
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
89
shares
|
$44,715
0.03% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
88
shares
|
$44,212
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
87
shares
|
$43,710
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
86
shares
|
$43,208
0.0% of portfolio
|
Q4 2024
Reduced 85.37%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$42,705
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$42,705
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$42,203
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$42,203
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$41,700
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$41,198
0.05% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
81
shares
|
$40,696
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
80
shares
|
$40,193
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
79
shares
|
$39,691
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$38,686
0.02% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$38,183
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
74
shares
|
$37,179
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
74
shares
|
$37,179
0.0% of portfolio
|
Q4 2024
Reduced 84.22%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
73
shares
|
$36,676
0.01% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
72
shares
|
$36,174
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
71
shares
|
$35,671
0.03% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$35,169
0.01% of portfolio
|
Q4 2024
Added 32.08%
|