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 |
|---|---|---|---|---|---|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
1,120
shares
|
$610,904
0.19% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,119
shares
|
$610,358
0.43% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,119
shares
|
$610,358
0.31% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,116
shares
|
$608,722
0.39% of portfolio
|
Q4 2024
Added 28.13%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
1,114
shares
|
$607,631
0.13% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,113
shares
|
$607,085
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,111
shares
|
$605,994
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,110
shares
|
$605,449
0.24% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
1,108
shares
|
$604,358
0.22% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
1,106
shares
|
$603,267
0.15% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
1,105
shares
|
$602,722
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,103
shares
|
$601,631
0.05% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$601,085
0.12% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$599,995
0.03% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$599,995
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
1,095
shares
|
$597,267
0.34% of portfolio
|
Q4 2024
Reduced 28.48%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,094
shares
|
$596,722
0.45% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,093
shares
|
$596,176
0.06% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
1,092
shares
|
$595,631
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,091
shares
|
$595,085
0.26% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,091
shares
|
$595,085
0.14% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
1,089
shares
|
$593,995
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,088
shares
|
$593,449
0.05% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,088
shares
|
$593,449
0.57% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,088
shares
|
$593,449
0.16% of portfolio
|
Q3 2024
Reduced 15.66%
|