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 |
|---|---|---|---|---|---|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
1,895
shares
|
$883,865
0.15% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,889
shares
|
$881,067
0.08% of portfolio
|
Q4 2024
Added 40.13%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
1,885
shares
|
$879,201
0.57% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,880
shares
|
$876,869
0.06% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,876
shares
|
$875,003
0.65% of portfolio
|
Q2 2024
Reduced 77.93%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,875
shares
|
$874,537
0.2% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
1,873
shares
|
$873,604
0.25% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,871
shares
|
$872,671
0.08% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
1,870
shares
|
$872,205
0.18% of portfolio
|
Q4 2024
Reduced 60.42%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,867
shares
|
$870,806
0.32% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
1,865
shares
|
$869,873
0.19% of portfolio
|
Q4 2024
Added 190.5%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
1,864
shares
|
$869,406
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,863
shares
|
$868,940
0.1% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,862
shares
|
$868,474
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
1,862
shares
|
$868,474
0.64% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,857
shares
|
$866,141
0.6% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
1,857
shares
|
$866,141
1.09% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
1,857
shares
|
$866,141
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
1,855
shares
|
$865,209
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,852
shares
|
$863,809
0.34% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,852
shares
|
$863,809
0.13% of portfolio
|
Q4 2024
Reduced 94.73%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
1,849
shares
|
$862,410
0.65% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,849
shares
|
$862,410
0.27% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,848
shares
|
$861,944
0.26% of portfolio
|
Q4 2024
Reduced 84.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,845
shares
|
$860,544
0.07% of portfolio
|
Q4 2024
Reduced 61.98%
|