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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,578
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,574
shares
|
$1.2 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
2,572
shares
|
$1.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
2,563
shares
|
$1.2 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,562
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,557
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
2,541
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
2,536
shares
|
$1.18 Million
0.35% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
2,532
shares
|
$1.18 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Riverwater Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,531
shares
|
$1.18 Million
0.72% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Humankind Investments LLC
|
Feb 14, 2025 Q4 2024 |
2,529
shares
|
$1.18 Million
0.33% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,529
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
2,528
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,527
shares
|
$1.18 Million
0.38% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,518
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,515
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
2,513
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
2,509
shares
|
$1.17 Million
0.39% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$1.17 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
2,497
shares
|
$1.16 Million
1.09% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Feb 14, 2025 Q4 2024 |
2,493
shares
|
$1.16 Million
0.35% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
2,491
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
California First Leasing Corp
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
2,489
shares
|
$1.16 Million
0.52% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
2,486
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,485
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 27.97%
|