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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,053
shares
|
$3.29 Million
0.25% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,051
shares
|
$3.29 Million
2.57% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
7,043
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
7,006
shares
|
$3.27 Million
2.78% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,003
shares
|
$3.27 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
7,001
shares
|
$3.27 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$3.26 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
6,969
shares
|
$3.25 Million
0.33% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
6,955
shares
|
$3.24 Million
1.14% of portfolio
|
Q4 2024
Reduced 9.51%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,938
shares
|
$3.24 Million
0.43% of portfolio
|
Q3 2022
Reduced 12.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
6,923
shares
|
$3.23 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,916
shares
|
$3.23 Million
0.1% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
6,885
shares
|
$3.21 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
6,868
shares
|
$3.2 Million
0.25% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
6,855
shares
|
$3.2 Million
0.37% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Birch Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
6,854
shares
|
$3.2 Million
1.79% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
6,852
shares
|
$3.2 Million
1.06% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
6,839
shares
|
$3.19 Million
2.03% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Feb 07, 2025 Q4 2024 |
6,838
shares
|
$3.19 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,814
shares
|
$3.18 Million
0.13% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
6,803
shares
|
$3.17 Million
0.09% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,802
shares
|
$3.17 Million
0.11% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
Feb 12, 2025 Q4 2024 |
6,776
shares
|
$3.16 Million
0.72% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
6,733
shares
|
$3.14 Million
3.03% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
6,705
shares
|
$3.13 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.31%
|