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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,223
shares
|
$5.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
12,222
shares
|
$5.7 Million
0.92% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
12,216
shares
|
$5.7 Million
0.46% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,188
shares
|
$5.68 Million
0.2% of portfolio
|
Q4 2024
Added 113.11%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,185
shares
|
$5.68 Million
0.38% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,183
shares
|
$5.68 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,166
shares
|
$5.67 Million
0.49% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$5.65 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
12,099
shares
|
$5.64 Million
3.04% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
12,095
shares
|
$5.64 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
12,057
shares
|
$5.62 Million
0.35% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
12,049
shares
|
$5.62 Million
0.17% of portfolio
|
Q4 2024
Added 76.46%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
12,045
shares
|
$5.62 Million
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
12,009
shares
|
$5.6 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
12,007
shares
|
$5.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,001
shares
|
$5.6 Million
0.25% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
11,995
shares
|
$5.59 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
11,992
shares
|
$5.59 Million
3.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
11,987
shares
|
$5.59 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$5.56 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$5.54 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,867
shares
|
$5.54 Million
0.33% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,858
shares
|
$5.53 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,843
shares
|
$5.52 Million
0.2% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,832
shares
|
$5.52 Million
1.8% of portfolio
|
Q4 2024
Added 3.57%
|