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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,144
shares
|
$1 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,142
shares
|
$999,071
0.33% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,140
shares
|
$998,138
0.04% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
2,139
shares
|
$997,672
0.4% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,139
shares
|
$997,672
0.16% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$995,806
0.67% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,133
shares
|
$994,873
0.3% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
2,131
shares
|
$993,941
0.3% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,130
shares
|
$993,474
0.09% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Feb 14, 2025 Q4 2024 |
2,129
shares
|
$993,008
0.3% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
2,122
shares
|
$989,743
0.07% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
2,122
shares
|
$989,743
0.25% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,121
shares
|
$989,276
0.02% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,119
shares
|
$988,343
0.16% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
2,119
shares
|
$988,343
0.9% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
2,114
shares
|
$986,011
0.87% of portfolio
|
Q4 2024
Added 44.6%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
2,111
shares
|
$984,612
0.11% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
2,110
shares
|
$984,146
0.23% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
2,106
shares
|
$982,280
0.22% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
2,101
shares
|
$979,948
0.75% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
2,100
shares
|
$979,482
0.8% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,094
shares
|
$976,683
0.1% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,091
shares
|
$975,284
0.58% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,091
shares
|
$975,284
0.02% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,091
shares
|
$975,284
0.81% of portfolio
|
Q4 2024
New holding
|