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 |
|---|---|---|---|---|---|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
2,903
shares
|
$1.35 Million
0.72% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
2,891
shares
|
$1.35 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,890
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Added 300.83%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,884
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,882
shares
|
$1.34 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
2,881
shares
|
$1.34 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,878
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
2,877
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
2,872
shares
|
$1.34 Million
0.45% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
2,868
shares
|
$1.34 Million
0.62% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
2,859
shares
|
$1.33 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
2,856
shares
|
$1.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,856
shares
|
$1.33 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
2,856
shares
|
$1.33 Million
0.64% of portfolio
|
Q4 2024
Added 118.52%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,850
shares
|
$1.33 Million
0.26% of portfolio
|
Q1 2023
Reduced 4.94%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
2,849
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
Added 197.7%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
2,847
shares
|
$1.33 Million
1.07% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,844
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
2,840
shares
|
$1.32 Million
1.56% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
2,834
shares
|
$1.32 Million
0.62% of portfolio
|
Q3 2024
Added 382.79%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,834
shares
|
$1.32 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
2,832
shares
|
$1.32 Million
0.26% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
2,831
shares
|
$1.32 Million
1.7% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
2,826
shares
|
$1.32 Million
0.38% of portfolio
|
Q4 2024
Added 4.01%
|