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 |
|---|---|---|---|---|---|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,960
shares
|
$914,183
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,959
shares
|
$913,716
0.3% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,959
shares
|
$913,716
0.15% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
1,951
shares
|
$909,985
0.43% of portfolio
|
Q4 2024
Reduced 52.32%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,951
shares
|
$909,985
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
1,950
shares
|
$909,519
0.2% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,945
shares
|
$907,186
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,943
shares
|
$906,254
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Feb 13, 2025 Q4 2024 |
1,943
shares
|
$906,254
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,942
shares
|
$905,787
0.25% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,939
shares
|
$904,388
0.19% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,938
shares
|
$903,921
0.1% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,933
shares
|
$901,589
0.55% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$899,724
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,927
shares
|
$898,791
0.13% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Soundwatch Capital LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,922
shares
|
$896,459
0.1% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,912
shares
|
$891,795
0.38% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$891,328
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,908
shares
|
$889,929
0.48% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$888,996
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
1,900
shares
|
$886,198
0.1% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,900
shares
|
$886,198
0.63% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$886,198
0.34% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$885,731
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,897
shares
|
$884,798
0.02% of portfolio
|
Q4 2024
Reduced 89.05%
|