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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,849
shares
|
$5.99 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
12,805
shares
|
$5.97 Million
0.27% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
12,784
shares
|
$5.96 Million
0.31% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
12,781
shares
|
$5.96 Million
0.34% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,762
shares
|
$5.95 Million
2.85% of portfolio
|
Q4 2024
Added 4457.86%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
12,680
shares
|
$5.91 Million
3.13% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
12,678
shares
|
$5.91 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,664
shares
|
$5.91 Million
0.22% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
12,629
shares
|
$5.89 Million
1.84% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,598
shares
|
$5.88 Million
0.23% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
12,578
shares
|
$5.87 Million
0.87% of portfolio
|
Q4 2024
Added 9.63%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,564
shares
|
$5.86 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
12,535
shares
|
$5.85 Million
0.49% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Jan 23, 2025 Q4 2024 |
12,500
shares
|
$5.83 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,485
shares
|
$5.82 Million
4.03% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
12,431
shares
|
$5.8 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
12,431
shares
|
$5.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 39.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,423
shares
|
$5.79 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
12,379
shares
|
$5.77 Million
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
12,375
shares
|
$5.77 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
12,305
shares
|
$5.74 Million
1.66% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$5.73 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,237
shares
|
$5.71 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
12,232
shares
|
$5.71 Million
1.88% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,230
shares
|
$5.7 Million
0.47% of portfolio
|
Q4 2024
Added 1.58%
|