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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,185
shares
|
$646,358
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,183
shares
|
$645,267
0.21% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
1,180
shares
|
$643,631
0.25% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
1,180
shares
|
$643,631
0.52% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
1,179
shares
|
$643,085
0.66% of portfolio
|
Q3 2024
Added 15.48%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,178
shares
|
$642,540
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$642,540
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,174
shares
|
$640,358
0.04% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,172
shares
|
$639,267
0.07% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$637,631
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
1,169
shares
|
$637,631
0.09% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,167
shares
|
$636,540
0.02% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,166
shares
|
$635,994
0.07% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
1,164
shares
|
$634,903
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,162
shares
|
$633,812
0.05% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
1,161
shares
|
$633,267
0.03% of portfolio
|
Q4 2024
Added 33.6%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,161
shares
|
$633,267
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,159
shares
|
$632,176
0.11% of portfolio
|
Q3 2024
Added 101.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,158
shares
|
$631,631
0.15% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$631,631
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,156
shares
|
$630,540
0.14% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,155
shares
|
$629,994
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
1,154
shares
|
$629,449
0.05% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,154
shares
|
$629,449
0.03% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$628,903
0.11% of portfolio
|
Q3 2023
Added 0.35%
|