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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
9,956
shares
|
$4.64 Million
0.55% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
9,950
shares
|
$4.64 Million
1.24% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,946
shares
|
$4.64 Million
0.03% of portfolio
|
Q4 2024
Added 175.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
9,940
shares
|
$4.64 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
9,940
shares
|
$4.64 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
9,910
shares
|
$4.62 Million
0.19% of portfolio
|
Q4 2024
Reduced 12.22%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
9,893
shares
|
$4.61 Million
0.51% of portfolio
|
Q4 2024
Added 260.66%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
9,890
shares
|
$4.61 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.06%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
9,865
shares
|
$4.6 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,849
shares
|
$4.59 Million
0.45% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,845
shares
|
$4.59 Million
0.28% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
9,811
shares
|
$4.58 Million
0.4% of portfolio
|
Q4 2024
Added 35.55%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
9,800
shares
|
$4.57 Million
4.77% of portfolio
|
Q3 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
9,798
shares
|
$4.57 Million
1.59% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
9,763
shares
|
$4.55 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,761
shares
|
$4.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
9,749
shares
|
$4.55 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,740
shares
|
$4.54 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,719
shares
|
$4.53 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
9,688
shares
|
$4.52 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
9,659
shares
|
$4.51 Million
0.09% of portfolio
|
Q4 2024
Added 45.71%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$4.5 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,625
shares
|
$4.49 Million
0.42% of portfolio
|
Q4 2024
Added 44.78%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
9,603
shares
|
$4.48 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
9,562
shares
|
$4.46 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.99%
|