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 |
|---|---|---|---|---|---|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
10,261
shares
|
$4.79 Million
3.29% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,260
shares
|
$4.79 Million
1.66% of portfolio
|
Q4 2024
Added 54.1%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
10,235
shares
|
$4.77 Million
1.37% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
10,215
shares
|
$4.76 Million
0.95% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,210
shares
|
$4.76 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,207
shares
|
$4.76 Million
1.36% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$4.75 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
10,173
shares
|
$4.74 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,162
shares
|
$4.74 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
10,160
shares
|
$4.74 Million
0.04% of portfolio
|
Q4 2024
Reduced 74.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
10,132
shares
|
$4.73 Million
0.38% of portfolio
|
Q4 2024
Reduced 49.01%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
10,118
shares
|
$4.72 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
10,118
shares
|
$4.72 Million
1.4% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
10,108
shares
|
$4.71 Million
1.03% of portfolio
|
Q4 2024
Added 9.39%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,097
shares
|
$4.71 Million
1.6% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,089
shares
|
$4.71 Million
1.07% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
10,080
shares
|
$4.7 Million
1.13% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
10,078
shares
|
$4.7 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
10,061
shares
|
$4.69 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,052
shares
|
$4.69 Million
0.89% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
10,018
shares
|
$4.67 Million
2.41% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,009
shares
|
$4.67 Million
0.4% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$4.66 Million
5.78% of portfolio
|
Q4 2024
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
9,982
shares
|
$4.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
9,973
shares
|
$4.65 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.11%
|