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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
31,002
shares
|
$16.2 Million
1.31% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
30,892
shares
|
$16.2 Million
1.52% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
30,891
shares
|
$16.2 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
30,840
shares
|
$16.1 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
30,746
shares
|
$16.1 Million
1.1% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
30,685
shares
|
$16.1 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$16 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
30,267
shares
|
$15.8 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
30,115
shares
|
$15.8 Million
1.07% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
30,097
shares
|
$15.8 Million
2.22% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,094
shares
|
$15.8 Million
4.16% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
30,088
shares
|
$15.8 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,000
shares
|
$15.7 Million
3.28% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,000
shares
|
$15.7 Million
0.2% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
29,810
shares
|
$15.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Feb 13, 2025 Q4 2024 |
29,755
shares
|
$15.6 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
29,711
shares
|
$15.6 Million
0.35% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$15.4 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
29,492
shares
|
$15.4 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
29,488
shares
|
$15.4 Million
0.24% of portfolio
|
Q4 2024
Added 59.72%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
29,483
shares
|
$15.4 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
29,399
shares
|
$15.4 Million
5.25% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
29,220
shares
|
$15.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
29,174
shares
|
$15.3 Million
0.22% of portfolio
|
Q2 2024
Added 20.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,154
shares
|
$15.3 Million
0.13% of portfolio
|
Q4 2024
Added 16.73%
|