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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,203
shares
|
$6.62 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Feb 12, 2025 Q4 2024 |
14,179
shares
|
$6.61 Million
0.86% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
14,169
shares
|
$6.61 Million
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
14,165
shares
|
$6.61 Million
0.24% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
14,148
shares
|
$6.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 91.25%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
14,122
shares
|
$6.59 Million
0.03% of portfolio
|
Q4 2024
Added 3116.86%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
14,057
shares
|
$6.56 Million
0.67% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,053
shares
|
$6.55 Million
1.6% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,979
shares
|
$6.52 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,977
shares
|
$6.52 Million
0.07% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
13,973
shares
|
$6.52 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
13,955
shares
|
$6.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,938
shares
|
$6.5 Million
1.56% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
13,899
shares
|
$6.48 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,863
shares
|
$6.47 Million
0.33% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
13,777
shares
|
$6.43 Million
0.23% of portfolio
|
Q4 2024
Added 20.45%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
13,713
shares
|
$6.4 Million
1.94% of portfolio
|
Q4 2024
Added 104.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,684
shares
|
$6.38 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,677
shares
|
$6.38 Million
2.79% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
13,623
shares
|
$6.35 Million
2.98% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
13,612
shares
|
$6.35 Million
1.62% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$6.34 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,585
shares
|
$6.34 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,557
shares
|
$6.32 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
13,515
shares
|
$6.3 Million
1.1% of portfolio
|
Q4 2024
Added 6.12%
|