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 |
|---|---|---|---|---|---|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,825
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,813
shares
|
$1.31 Million
0.22% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,811
shares
|
$1.31 Million
0.13% of portfolio
|
Q4 2024
Added 16.4%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
2,805
shares
|
$1.31 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.12%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,797
shares
|
$1.3 Million
0.71% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,793
shares
|
$1.3 Million
0.44% of portfolio
|
Q4 2024
Reduced 29.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,787
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,787
shares
|
$1.3 Million
2.47% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,778
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,777
shares
|
$1.3 Million
0.37% of portfolio
|
Q4 2024
Added 10.29%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,774
shares
|
$1.29 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,771
shares
|
$1.29 Million
0.62% of portfolio
|
Q4 2024
Reduced 16.81%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,767
shares
|
$1.29 Million
1.44% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,766
shares
|
$1.29 Million
1.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
2,765
shares
|
$1.29 Million
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
2,760
shares
|
$1.29 Million
0.4% of portfolio
|
Q4 2024
Added 169.53%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
2,759
shares
|
$1.29 Million
1.11% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
2,758
shares
|
$1.29 Million
0.15% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,758
shares
|
$1.29 Million
0.68% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
2,757
shares
|
$1.29 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
2,755
shares
|
$1.28 Million
0.1% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,752
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
2,745
shares
|
$1.28 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
2,736
shares
|
$1.28 Million
1.05% of portfolio
|
Q4 2023
Reduced 8.37%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
2,733
shares
|
$1.27 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.15%
|