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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,220
shares
|
$665,449
0.17% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$664,903
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,215
shares
|
$662,721
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
1,215
shares
|
$662,721
0.49% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,212
shares
|
$661,085
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,211
shares
|
$660,539
0.25% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,211
shares
|
$660,539
0.06% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$659,994
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,209
shares
|
$659,449
0.26% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,208
shares
|
$658,903
0.08% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$658,358
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$658,358
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,206
shares
|
$657,812
0.05% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
1,205
shares
|
$657,267
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
1,205
shares
|
$657,267
0.43% of portfolio
|
Q4 2024
Reduced 48.13%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
1,204
shares
|
$656,721
0.84% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,202
shares
|
$655,630
0.02% of portfolio
|
Q3 2024
Reduced 96.11%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,200
shares
|
$654,540
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,197
shares
|
$652,903
0.03% of portfolio
|
Q4 2024
Reduced 83.24%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$652,358
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,195
shares
|
$651,812
0.41% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,193
shares
|
$650,721
0.3% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$650,176
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,189
shares
|
$648,540
0.19% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,185
shares
|
$646,358
0.18% of portfolio
|
Q4 2024
New holding
|