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 |
|---|---|---|---|---|---|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,304
shares
|
$3.41 Million
0.33% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
7,284
shares
|
$3.4 Million
0.14% of portfolio
|
Q4 2024
Added 31.96%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,275
shares
|
$3.39 Million
0.31% of portfolio
|
Q4 2024
Added 14.8%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
7,250
shares
|
$3.38 Million
1.43% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,247
shares
|
$3.38 Million
0.19% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
7,242
shares
|
$3.38 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
7,229
shares
|
$3.37 Million
1.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
7,222
shares
|
$3.37 Million
1.18% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,218
shares
|
$3.37 Million
0.8% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
7,201
shares
|
$3.36 Million
1.2% of portfolio
|
Q4 2024
Reduced 40.55%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
7,196
shares
|
$3.36 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
7,176
shares
|
$3.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$3.33 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$3.33 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,139
shares
|
$3.33 Million
0.2% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
7,123
shares
|
$3.32 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$3.32 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$3.32 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Exor Capital LLP
London, X0 |
Feb 04, 2025 Q4 2024 |
7,110
shares
|
$3.32 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
7,105
shares
|
$3.31 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
7,088
shares
|
$3.31 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
7,088
shares
|
$3.31 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
7,080
shares
|
$3.3 Million
0.95% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
7,068
shares
|
$3.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
7,054
shares
|
$3.29 Million
0.32% of portfolio
|
Q4 2024
Reduced 14.59%
|