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 |
|---|---|---|---|---|---|
|
Arbor Capital Management Inc
Anchorage, AK |
Feb 10, 2025 Q4 2024 |
2,484
shares
|
$1.16 Million
1.34% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,483
shares
|
$1.16 Million
0.2% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,483
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 47.1%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
2,483
shares
|
$1.16 Million
1.08% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,482
shares
|
$1.16 Million
1.2% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
2,480
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$1.15 Million
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
2,464
shares
|
$1.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
2,461
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Feb 11, 2025 Q4 2024 |
2,452
shares
|
$1.14 Million
0.67% of portfolio
|
Q4 2024
Added 419.49%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,450
shares
|
$1.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,449
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,447
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 57.77%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
2,435
shares
|
$1.14 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,424
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 67.98%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,423
shares
|
$1.13 Million
0.81% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,422
shares
|
$1.13 Million
0.2% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
2,419
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
2,418
shares
|
$1.13 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$1.12 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,410
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,410
shares
|
$1.12 Million
0.61% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,410
shares
|
$1.12 Million
0.21% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,408
shares
|
$1.12 Million
0.24% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,405
shares
|
$1.12 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.59%
|