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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
6,141
shares
|
$2.86 Million
0.21% of portfolio
|
Q4 2024
Reduced 92.31%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,110
shares
|
$2.85 Million
1.22% of portfolio
|
Q4 2022
Added 0.31%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,090
shares
|
$2.84 Million
0.43% of portfolio
|
Q4 2024
Reduced 14.57%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,072
shares
|
$2.83 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
6,071
shares
|
$2.83 Million
0.8% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
6,068
shares
|
$2.83 Million
0.99% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,059
shares
|
$2.83 Million
0.55% of portfolio
|
Q4 2022
Added 4.66%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
6,046
shares
|
$2.82 Million
0.25% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
6,042
shares
|
$2.82 Million
0.57% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
5,995
shares
|
$2.8 Million
1.74% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
5,982
shares
|
$2.79 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
5,978
shares
|
$2.79 Million
0.73% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,971
shares
|
$2.78 Million
0.41% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,961
shares
|
$2.78 Million
0.68% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,961
shares
|
$2.78 Million
0.34% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,951
shares
|
$2.78 Million
0.35% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
5,927
shares
|
$2.76 Million
1.23% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
5,918
shares
|
$2.76 Million
0.73% of portfolio
|
Q1 2024
Reduced 55.19%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
5,906
shares
|
$2.75 Million
0.44% of portfolio
|
Q4 2024
Added 74.17%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
5,902
shares
|
$2.75 Million
1.11% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,893
shares
|
$2.75 Million
0.68% of portfolio
|
Q3 2023
Added 38.24%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,891
shares
|
$2.75 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
5,887
shares
|
$2.75 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
5,884
shares
|
$2.74 Million
0.84% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
5,876
shares
|
$2.74 Million
0.79% of portfolio
|
Q4 2024
Added 5.17%
|