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 |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,845
shares
|
$860,544
0.44% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,843
shares
|
$859,612
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,840
shares
|
$858,212
0.13% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
1,839
shares
|
$857,746
0.59% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$855,880
0.16% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,834
shares
|
$855,414
0.32% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,834
shares
|
$855,414
0.06% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,829
shares
|
$853,082
0.39% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
1,829
shares
|
$853,082
0.0% of portfolio
|
Q4 2023
Added 23.66%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,822
shares
|
$849,817
0.5% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,822
shares
|
$849,817
0.12% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,820
shares
|
$848,884
0.59% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,820
shares
|
$848,884
0.52% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
1,817
shares
|
$847,485
0.7% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
1,804
shares
|
$841,421
0.15% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
1,800
shares
|
$839,556
0.71% of portfolio
|
Q4 2024
Reduced 76.22%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,799
shares
|
$839,089
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,798
shares
|
$838,623
0.16% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
1,798
shares
|
$838,623
0.3% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,795
shares
|
$837,223
0.61% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,791
shares
|
$835,358
0.18% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,788
shares
|
$833,958
0.25% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,787
shares
|
$833,492
0.17% of portfolio
|
Q3 2023
Reduced 10.2%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
1,787
shares
|
$833,492
0.06% of portfolio
|
Q4 2024
Added 89.9%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$833,026
0.34% of portfolio
|
Q3 2023
Added 8.24%
|