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 |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,980
shares
|
$7.45 Million
0.2% of portfolio
|
Q4 2024
Reduced 10.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
15,938
shares
|
$7.43 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
15,903
shares
|
$7.42 Million
1.03% of portfolio
|
Q4 2024
Added 18.43%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
15,865
shares
|
$7.4 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
15,851
shares
|
$7.39 Million
0.69% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
15,833
shares
|
$7.38 Million
2.3% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$7.36 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$7.35 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
15,747
shares
|
$7.34 Million
1.66% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
15,720
shares
|
$7.33 Million
1.98% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
15,694
shares
|
$7.32 Million
0.98% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$7.27 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,553
shares
|
$7.25 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,523
shares
|
$7.24 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
15,520
shares
|
$7.24 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
15,501
shares
|
$7.23 Million
1.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$7.23 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,311
shares
|
$7.14 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$7.12 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,254
shares
|
$7.11 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
15,230
shares
|
$7.1 Million
1.19% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
15,200
shares
|
$7.09 Million
1.35% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
15,193
shares
|
$7.09 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,169
shares
|
$7.08 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
15,130
shares
|
$7.06 Million
1.65% of portfolio
|
Q4 2024
Reduced 8.35%
|