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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
7,664
shares
|
$3.57 Million
0.4% of portfolio
|
Q4 2024
Added 26.3%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
7,654
shares
|
$3.57 Million
1.03% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
7,609
shares
|
$3.55 Million
3.23% of portfolio
|
Q2 2022
Reduced 0.54%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
7,609
shares
|
$3.55 Million
0.96% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
7,576
shares
|
$3.53 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,571
shares
|
$3.53 Million
0.6% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,562
shares
|
$3.53 Million
0.63% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
7,548
shares
|
$3.52 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
7,547
shares
|
$3.52 Million
0.84% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
7,535
shares
|
$3.51 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,522
shares
|
$3.51 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,493
shares
|
$3.49 Million
0.22% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$3.49 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
7,470
shares
|
$3.48 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
7,462
shares
|
$3.48 Million
1.22% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,443
shares
|
$3.47 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
7,433
shares
|
$3.47 Million
1.5% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,430
shares
|
$3.47 Million
0.06% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,423
shares
|
$3.46 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$3.46 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
7,408
shares
|
$3.46 Million
1.66% of portfolio
|
Q4 2024
Added 15.57%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$3.45 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
7,343
shares
|
$3.42 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,331
shares
|
$3.42 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
7,324
shares
|
$3.42 Million
0.28% of portfolio
|
Q4 2024
Added 1.98%
|