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 |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,393
shares
|
$8.74 Million
1.3% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
17,332
shares
|
$8.71 Million
1.78% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,295
shares
|
$8.69 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,266
shares
|
$8.67 Million
2.15% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
17,261
shares
|
$8.67 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
17,200
shares
|
$8.64 Million
0.31% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
17,154
shares
|
$8.62 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
17,133
shares
|
$8.61 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
17,102
shares
|
$8.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
17,092
shares
|
$8.59 Million
0.54% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
17,084
shares
|
$8.58 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
17,046
shares
|
$8.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 94.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,037
shares
|
$8.56 Million
0.71% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Unigestion Holding Sa
|
Feb 13, 2025 Q4 2024 |
17,015
shares
|
$8.55 Million
0.5% of portfolio
|
Q4 2024
Reduced 55.29%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
16,981
shares
|
$8.53 Million
1.08% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$8.5 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
16,883
shares
|
$8.48 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
16,863
shares
|
$8.47 Million
0.63% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$8.37 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,634
shares
|
$8.36 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
16,601
shares
|
$8.34 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
16,534
shares
|
$8.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
16,532
shares
|
$8.31 Million
0.49% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$8.28 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Feb 13, 2025 Q4 2024 |
16,475
shares
|
$8.28 Million
2.79% of portfolio
|
Q2 2020
Added 5.61%
|