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 |
|---|---|---|---|---|---|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
3,015
shares
|
$1.41 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,011
shares
|
$1.4 Million
0.51% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$1.4 Million
0.46% of portfolio
|
Q1 2019
Added 200.0%
|
|
|
One68 Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$1.4 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,983
shares
|
$1.39 Million
0.72% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,981
shares
|
$1.39 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$1.39 Million
0.43% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,971
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Added 77.37%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
2,968
shares
|
$1.38 Million
0.86% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,963
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
2,960
shares
|
$1.38 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$1.38 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,955
shares
|
$1.38 Million
0.73% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,953
shares
|
$1.38 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
2,946
shares
|
$1.37 Million
1.94% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,944
shares
|
$1.37 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$1.37 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
2,933
shares
|
$1.37 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,930
shares
|
$1.37 Million
0.74% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
2,928
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$1.36 Million
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$1.36 Million
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,921
shares
|
$1.36 Million
0.2% of portfolio
|
Q4 2024
Added 176.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,904
shares
|
$1.35 Million
0.13% of portfolio
|
Q4 2024
Added 15.38%
|