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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,087
shares
|
$592,904
0.13% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,086
shares
|
$592,358
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1,085
shares
|
$591,813
0.2% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,085
shares
|
$591,813
0.37% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,084
shares
|
$591,267
0.21% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$590,722
0.57% of portfolio
|
Q3 2023
Added 8.08%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,082
shares
|
$590,176
0.02% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$588,540
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,078
shares
|
$587,995
0.27% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,077
shares
|
$587,449
0.05% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,077
shares
|
$587,449
0.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$586,358
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,072
shares
|
$584,722
0.13% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,070
shares
|
$583,631
0.32% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,067
shares
|
$581,995
0.29% of portfolio
|
Q3 2024
Reduced 28.82%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
1,065
shares
|
$580,904
0.13% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$580,904
0.09% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,058
shares
|
$577,086
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
1,056
shares
|
$575,995
0.21% of portfolio
|
Q1 2024
Reduced 7.77%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,054
shares
|
$574,904
0.44% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$574,358
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,053
shares
|
$574,358
0.05% of portfolio
|
N/A
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,052
shares
|
$573,813
0.29% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,051
shares
|
$573,267
0.21% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,050
shares
|
$572,722
0.21% of portfolio
|
Q4 2024
New holding
|