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 |
|---|---|---|---|---|---|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,404
shares
|
$1.12 Million
0.86% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
2,385
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,384
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
2,382
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,375
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
2,375
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,368
shares
|
$1.1 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,367
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
2,364
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
2,360
shares
|
$1.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,358
shares
|
$1.1 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,358
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
2,353
shares
|
$1.1 Million
0.53% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
2,352
shares
|
$1.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
2,349
shares
|
$1.1 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
2,337
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$1.08 Million
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
2,324
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$1.08 Million
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,323
shares
|
$1.08 Million
0.25% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,320
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,316
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,315
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
2,311
shares
|
$1.08 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
2,310
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2023
Reduced 1.28%
|