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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$571,086
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$571,086
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$571,086
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$569,995
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,044
shares
|
$569,449
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
1,044
shares
|
$569,449
0.27% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$568,358
0.08% of portfolio
|
Q2 2023
Added 8.43%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,040
shares
|
$567,268
0.03% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,040
shares
|
$567,268
0.02% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$566,177
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,037
shares
|
$565,631
0.33% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,037
shares
|
$565,631
0.35% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,035
shares
|
$564,540
0.26% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,035
shares
|
$564,540
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,033
shares
|
$563,449
0.18% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
1,032
shares
|
$562,904
0.12% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
1,032
shares
|
$562,904
0.41% of portfolio
|
Q3 2024
Added 21.27%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,031
shares
|
$562,358
0.02% of portfolio
|
Q3 2024
Reduced 64.75%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
1,030
shares
|
$561,813
0.15% of portfolio
|
Q4 2023
Added 11.96%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
1,030
shares
|
$561,813
0.13% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,029
shares
|
$561,268
0.26% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,029
shares
|
$561,268
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,026
shares
|
$559,631
0.31% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
1,024
shares
|
$558,540
0.31% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$558,540
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|