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 3,868 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,166
shares
|
$614,516
0.07% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
1,164
shares
|
$613,462
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,162
shares
|
$612,408
0.05% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
1,161
shares
|
$611,881
0.03% of portfolio
|
Q4 2024
Added 33.6%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,161
shares
|
$611,881
0.02% of portfolio
|
Q4 2024
Reduced 22.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
1,159
shares
|
$610,827
0.11% of portfolio
|
Q3 2024
Added 101.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,158
shares
|
$610,300
0.15% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$610,300
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,156
shares
|
$609,246
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,156
shares
|
$609,246
0.14% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Feb 06, 2025 Q4 2024 |
1,155
shares
|
$608,719
0.58% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
1,155
shares
|
$608,719
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Windward Capital Management CO
|
Jan 27, 2025 Q4 2024 |
1,154
shares
|
$608,192
0.05% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,154
shares
|
$608,192
0.03% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
1,154
shares
|
$608,192
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$607,665
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,151
shares
|
$606,611
0.15% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
1,151
shares
|
$606,611
0.18% of portfolio
|
Q4 2024
Added 43.7%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,151
shares
|
$606,611
0.19% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,150
shares
|
$606,084
0.03% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,149
shares
|
$605,557
0.41% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$604,503
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,145
shares
|
$603,449
0.04% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,144
shares
|
$602,922
0.03% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,141
shares
|
$601,341
0.19% of portfolio
|
Q3 2024
Added 2.42%
|