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 |
|---|---|---|---|---|---|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,467
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,459
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,458
shares
|
$1.61 Million
0.95% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
3,455
shares
|
$1.61 Million
2.24% of portfolio
|
Q4 2024
Added 186.96%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
3,451
shares
|
$1.61 Million
0.29% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
3,451
shares
|
$1.61 Million
1.6% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
3,450
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,437
shares
|
$1.6 Million
0.78% of portfolio
|
Q4 2024
Added 49.37%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,432
shares
|
$1.6 Million
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,427
shares
|
$1.6 Million
1.37% of portfolio
|
Q4 2024
Added 83.95%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$1.6 Million
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,416
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Added 213.97%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Feb 13, 2025 Q4 2024 |
3,411
shares
|
$1.59 Million
0.67% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
3,409
shares
|
$1.59 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,406
shares
|
$1.59 Million
0.64% of portfolio
|
Q4 2024
Reduced 70.98%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,401
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,394
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
3,386
shares
|
$1.58 Million
0.62% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$1.58 Million
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
3,377
shares
|
$1.58 Million
0.15% of portfolio
|
Q4 2024
Reduced 59.22%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,366
shares
|
$1.57 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,364
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Added 9.51%
|