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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
15,093
shares
|
$7.04 Million
0.61% of portfolio
|
Q4 2024
Added 115.28%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
14,929
shares
|
$6.96 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$6.92 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,789
shares
|
$6.9 Million
0.14% of portfolio
|
Q4 2024
Added 72.23%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
14,781
shares
|
$6.89 Million
1.02% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
14,751
shares
|
$6.88 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
14,749
shares
|
$6.88 Million
0.64% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
14,729
shares
|
$6.87 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Kidder Stephen W
|
Feb 12, 2025 Q4 2024 |
14,721
shares
|
$6.87 Million
2.29% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
14,681
shares
|
$6.85 Million
0.85% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
14,625
shares
|
$6.82 Million
7.41% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
14,619
shares
|
$6.82 Million
0.59% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
14,591
shares
|
$6.81 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
14,547
shares
|
$6.79 Million
0.82% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
14,478
shares
|
$6.75 Million
1.22% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
14,468
shares
|
$6.75 Million
0.7% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
14,464
shares
|
$6.75 Million
1.14% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Jpb Foundation
New York, NY |
Feb 14, 2025 Q4 2024 |
14,355
shares
|
$6.7 Million
0.81% of portfolio
|
Q4 2024
Reduced 79.88%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,345
shares
|
$6.69 Million
0.1% of portfolio
|
Q2 2022
Added 2.28%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
14,343
shares
|
$6.69 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,330
shares
|
$6.68 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
14,309
shares
|
$6.67 Million
0.79% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
14,296
shares
|
$6.67 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
14,255
shares
|
$6.65 Million
2.06% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
14,232
shares
|
$6.64 Million
0.66% of portfolio
|
Q4 2024
Reduced 11.08%
|