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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
13,466
shares
|
$6.28 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
13,445
shares
|
$6.27 Million
1.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
13,440
shares
|
$6.27 Million
0.37% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Feb 12, 2025 Q4 2024 |
13,374
shares
|
$6.24 Million
1.96% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
13,306
shares
|
$6.21 Million
1.28% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
13,294
shares
|
$6.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,248
shares
|
$6.18 Million
0.22% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
13,222
shares
|
$6.17 Million
1.61% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
13,202
shares
|
$6.16 Million
0.65% of portfolio
|
Q4 2024
Added 108.17%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
13,201
shares
|
$6.16 Million
3.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
13,197
shares
|
$6.16 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
13,193
shares
|
$6.15 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,193
shares
|
$6.15 Million
1.23% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
13,135
shares
|
$6.13 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$6.12 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
13,070
shares
|
$6.1 Million
4.09% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
13,047
shares
|
$6.09 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,020
shares
|
$6.07 Million
0.34% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
12,977
shares
|
$6.05 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
12,962
shares
|
$6.05 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Sone Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,958
shares
|
$6.04 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,954
shares
|
$6.04 Million
0.59% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
12,942
shares
|
$6.04 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
12,937
shares
|
$6.03 Million
1.3% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
12,920
shares
|
$6.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.91%
|