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 |
|---|---|---|---|---|---|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
27,613
shares
|
$14.5 Million
3.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
27,480
shares
|
$14.4 Million
0.42% of portfolio
|
Q4 2024
Added 3187.08%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
27,382
shares
|
$14.3 Million
0.3% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
27,342
shares
|
$14.3 Million
1.67% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
11 Capital Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
27,150
shares
|
$14.2 Million
6.54% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
27,032
shares
|
$14.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
27,003
shares
|
$14.1 Million
0.69% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
26,957
shares
|
$14.1 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
26,940
shares
|
$14.1 Million
0.33% of portfolio
|
Q4 2024
Added 42.34%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
26,936
shares
|
$14.1 Million
0.95% of portfolio
|
Q3 2024
Added 27.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$14.1 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
26,745
shares
|
$14 Million
0.17% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
26,714
shares
|
$14 Million
0.13% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,612
shares
|
$13.9 Million
0.4% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
26,591
shares
|
$13.9 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
26,553
shares
|
$13.9 Million
1.16% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
26,546
shares
|
$13.9 Million
0.58% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$13.9 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
26,444
shares
|
$13.8 Million
0.22% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
26,354
shares
|
$13.8 Million
0.3% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
26,283
shares
|
$13.8 Million
1.51% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
26,030
shares
|
$13.6 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
25,938
shares
|
$13.6 Million
7.21% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
25,915
shares
|
$13.6 Million
0.75% of portfolio
|
Q4 2024
Reduced 17.68%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
25,846
shares
|
$13.5 Million
5.28% of portfolio
|
Q3 2024
New holding
|