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 |
|---|---|---|---|---|---|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,364
shares
|
$743,993
0.12% of portfolio
|
Q2 2024
Added 9.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,360
shares
|
$741,812
0.13% of portfolio
|
Q4 2024
Added 124.79%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
1,360
shares
|
$741,812
0.03% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$740,721
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,358
shares
|
$740,721
0.07% of portfolio
|
Q3 2024
Reduced 52.91%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
1,355
shares
|
$739,084
0.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
1,353
shares
|
$737,993
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,352
shares
|
$737,448
0.2% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
1,350
shares
|
$736,357
0.19% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
1,348
shares
|
$735,266
0.07% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,345
shares
|
$733,630
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,343
shares
|
$732,539
0.16% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$732,539
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,343
shares
|
$732,539
0.46% of portfolio
|
Q3 2024
Added 103.18%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,342
shares
|
$731,993
0.06% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,337
shares
|
$729,266
0.11% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,335
shares
|
$728,175
0.29% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$727,084
0.09% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,330
shares
|
$725,448
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$725,448
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,329
shares
|
$724,903
0.17% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,320
shares
|
$719,994
0.17% of portfolio
|
Q4 2024
Added 50.34%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,318
shares
|
$718,903
0.51% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,316
shares
|
$717,812
0.3% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,316
shares
|
$717,812
0.37% of portfolio
|
Q3 2024
Added 19.31%
|