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 4,057 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 $367 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Winmill & Co. Inc
Millbrook, NY |
Feb 13, 2025 Q4 2024 |
16,475
shares
|
$7.68 Million
2.79% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
16,380
shares
|
$7.64 Million
0.86% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$7.64 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,358
shares
|
$7.63 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
16,349
shares
|
$7.63 Million
0.69% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
16,337
shares
|
$7.62 Million
0.48% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
16,326
shares
|
$7.61 Million
1.25% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
16,319
shares
|
$7.61 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
16,311
shares
|
$7.61 Million
2.75% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
16,271
shares
|
$7.59 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
16,255
shares
|
$7.58 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
16,231
shares
|
$7.57 Million
0.53% of portfolio
|
Q4 2024
Added 105.48%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
16,227
shares
|
$7.57 Million
1.58% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,227
shares
|
$7.57 Million
0.28% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
16,210
shares
|
$7.56 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,140
shares
|
$7.53 Million
0.72% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,115
shares
|
$7.52 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
16,099
shares
|
$7.51 Million
0.62% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
16,075
shares
|
$7.5 Million
0.65% of portfolio
|
Q4 2024
Added 106.89%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Feb 13, 2025 Q4 2024 |
16,059
shares
|
$7.49 Million
4.57% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,058
shares
|
$7.49 Million
0.05% of portfolio
|
Q4 2024
Added 25.82%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Feb 13, 2025 Q4 2024 |
16,041
shares
|
$7.48 Million
1.76% of portfolio
|
Q4 2024
Reduced 44.76%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
16,003
shares
|
$7.46 Million
0.3% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
16,000
shares
|
$7.46 Million
1.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$7.46 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|