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 |
|---|---|---|---|---|---|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,809
shares
|
$1.78 Million
1.28% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
3,806
shares
|
$1.78 Million
1.0% of portfolio
|
Q4 2024
Added 110.16%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$1.77 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,800
shares
|
$1.77 Million
0.15% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
3,800
shares
|
$1.77 Million
0.83% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,793
shares
|
$1.77 Million
0.18% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,792
shares
|
$1.77 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,788
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,786
shares
|
$1.77 Million
1.33% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,769
shares
|
$1.76 Million
0.15% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,761
shares
|
$1.75 Million
1.64% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
3,748
shares
|
$1.75 Million
0.48% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,736
shares
|
$1.74 Million
0.86% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,734
shares
|
$1.74 Million
0.16% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,733
shares
|
$1.74 Million
0.57% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
3,732
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,730
shares
|
$1.74 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,728
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
3,724
shares
|
$1.74 Million
0.8% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,720
shares
|
$1.74 Million
1.71% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
3,720
shares
|
$1.74 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
3,717
shares
|
$1.73 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
3,706
shares
|
$1.73 Million
0.28% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,704
shares
|
$1.73 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
3,701
shares
|
$1.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 50.13%
|