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 |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,036
shares
|
$949,631
0.27% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
2,026
shares
|
$944,966
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$944,034
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,022
shares
|
$943,101
0.26% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,021
shares
|
$942,634
0.14% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,018
shares
|
$941,235
0.29% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
2,012
shares
|
$938,437
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
2,010
shares
|
$937,504
0.12% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,008
shares
|
$936,571
0.24% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
2,001
shares
|
$933,306
0.47% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$932,840
0.65% of portfolio
|
Q4 2023
Reduced 8.17%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
2,000
shares
|
$932,840
0.77% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$932,840
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,997
shares
|
$931,440
0.4% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,990
shares
|
$928,175
0.33% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$927,709
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,988
shares
|
$927,242
0.04% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,982
shares
|
$924,444
0.11% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,982
shares
|
$924,444
0.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$923,511
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,974
shares
|
$920,713
0.79% of portfolio
|
Q4 2023
Added 10.28%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$920,713
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,969
shares
|
$918,380
0.38% of portfolio
|
Q4 2024
Added 31.18%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,965
shares
|
$916,515
0.28% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,965
shares
|
$916,515
0.38% of portfolio
|
Q4 2024
New holding
|