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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
2,225
shares
|
$1.04 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,220
shares
|
$1.04 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,218
shares
|
$1.03 Million
0.41% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,209
shares
|
$1.03 Million
0.35% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,207
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
2,204
shares
|
$1.03 Million
1.11% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
2,201
shares
|
$1.03 Million
0.51% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$1.03 Million
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,200
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$1.02 Million
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
2,192
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,186
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,184
shares
|
$1.02 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,180
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,178
shares
|
$1.02 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
2,174
shares
|
$1.01 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,165
shares
|
$1.01 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,161
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,155
shares
|
$1.01 Million
0.25% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,154
shares
|
$1 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,151
shares
|
$1 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
2,144
shares
|
$1 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.76%
|