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 |
|---|---|---|---|---|---|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
2,655
shares
|
$1.24 Million
1.27% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,651
shares
|
$1.24 Million
0.88% of portfolio
|
Q4 2024
Reduced 89.69%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
2,650
shares
|
$1.24 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
2,649
shares
|
$1.24 Million
0.48% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,648
shares
|
$1.24 Million
0.53% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
2,648
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2024
Reduced 31.11%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,647
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
2,644
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
2,644
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
2,636
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$1.23 Million
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,630
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
2,622
shares
|
$1.22 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
2,616
shares
|
$1.22 Million
0.58% of portfolio
|
Q4 2024
Added 426.36%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,611
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,608
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,604
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
2,602
shares
|
$1.21 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,601
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 22.92%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
2,595
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
2,594
shares
|
$1.21 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,584
shares
|
$1.21 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
2,583
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,580
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2024
Added 0.12%
|