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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
11,170
shares
|
$5.21 Million
1.9% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
11,131
shares
|
$5.19 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
11,104
shares
|
$5.18 Million
1.24% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
11,089
shares
|
$5.17 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,088
shares
|
$5.17 Million
1.76% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$5.17 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,046
shares
|
$5.15 Million
0.22% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
11,039
shares
|
$5.15 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,038
shares
|
$5.15 Million
1.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$5.15 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,033
shares
|
$5.15 Million
0.3% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Feb 03, 2025 Q4 2024 |
11,031
shares
|
$5.15 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
10,978
shares
|
$5.12 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
Feb 13, 2025 Q4 2024 |
10,972
shares
|
$5.12 Million
1.89% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
10,967
shares
|
$5.12 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
10,965
shares
|
$5.11 Million
9.1% of portfolio
|
Q3 2022
Reduced 24.97%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,920
shares
|
$5.09 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
10,895
shares
|
$5.08 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
10,853
shares
|
$5.06 Million
0.22% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
10,852
shares
|
$5.06 Million
0.66% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
10,832
shares
|
$5.05 Million
0.1% of portfolio
|
Q4 2024
Added 57.12%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
10,819
shares
|
$5.05 Million
0.45% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
10,803
shares
|
$5.04 Million
0.79% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
10,801
shares
|
$5.04 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
10,744
shares
|
$5.01 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.55%
|