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 3,842 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
1,469
shares
|
$801,266
0.67% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,463
shares
|
$797,993
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$796,357
0.12% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,459
shares
|
$795,811
0.29% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
1,458
shares
|
$795,266
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
1,456
shares
|
$794,175
0.1% of portfolio
|
Q4 2024
Reduced 66.58%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
1,456
shares
|
$794,175
0.06% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,454
shares
|
$793,084
0.43% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,450
shares
|
$790,902
0.28% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
1,450
shares
|
$790,902
0.36% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
1,447
shares
|
$789,266
0.44% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,446
shares
|
$788,720
0.29% of portfolio
|
Q4 2024
Added 35.27%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
1,446
shares
|
$788,720
0.17% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,446
shares
|
$788,720
0.44% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
1,443
shares
|
$787,084
0.01% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,438
shares
|
$784,357
0.56% of portfolio
|
Q2 2022
Reduced 31.43%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,437
shares
|
$783,811
0.08% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,426
shares
|
$777,811
0.05% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$777,811
0.38% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1,423
shares
|
$776,175
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,423
shares
|
$776,175
0.08% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
1,422
shares
|
$775,629
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
1,422
shares
|
$775,629
0.28% of portfolio
|
Q1 2024
Reduced 19.92%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
1,421
shares
|
$775,084
0.12% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,419
shares
|
$773,993
0.1% of portfolio
|
Q3 2024
Added 18.74%
|