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 |
|---|---|---|---|---|---|
|
Delaney Dennis R
Boston, MA |
Feb 13, 2025 Q4 2024 |
9,546
shares
|
$4.45 Million
2.59% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
9,528
shares
|
$4.44 Million
1.58% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
9,528
shares
|
$4.44 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
9,499
shares
|
$4.43 Million
0.09% of portfolio
|
Q4 2024
Reduced 62.34%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
9,480
shares
|
$4.42 Million
0.9% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
9,478
shares
|
$4.42 Million
2.05% of portfolio
|
Q1 2024
Added 19.97%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,460
shares
|
$4.41 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,446
shares
|
$4.41 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
9,428
shares
|
$4.4 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$4.39 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
9,412
shares
|
$4.39 Million
0.72% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
9,380
shares
|
$4.38 Million
1.91% of portfolio
|
Q4 2024
Added 527.42%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
9,375
shares
|
$4.37 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
9,374
shares
|
$4.37 Million
0.17% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,369
shares
|
$4.37 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
9,350
shares
|
$4.36 Million
1.24% of portfolio
|
Q4 2024
Added 48.41%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
9,350
shares
|
$4.36 Million
0.64% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$4.36 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
9,334
shares
|
$4.35 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
9,325
shares
|
$4.35 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,293
shares
|
$4.33 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
9,263
shares
|
$4.32 Million
2.68% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
9,247
shares
|
$4.31 Million
0.82% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,246
shares
|
$4.31 Million
1.31% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
9,238
shares
|
$4.31 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.45%
|