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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
985
shares
|
$537,268
0.14% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
985
shares
|
$537,268
0.23% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
982
shares
|
$535,631
0.14% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
981
shares
|
$535,086
0.15% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
980
shares
|
$534,541
0.03% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
980
shares
|
$534,541
0.26% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
978
shares
|
$533,450
0.71% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$531,813
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
966
shares
|
$526,904
0.21% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
964
shares
|
$525,813
0.18% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
959
shares
|
$523,086
0.35% of portfolio
|
Q4 2024
Reduced 77.31%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
956
shares
|
$521,450
0.12% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
956
shares
|
$521,450
0.09% of portfolio
|
Q4 2024
Reduced 86.33%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$520,904
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
954
shares
|
$520,359
0.47% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
954
shares
|
$520,359
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
951
shares
|
$518,722
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
951
shares
|
$518,722
0.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
951
shares
|
$518,722
0.1% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
951
shares
|
$518,722
0.04% of portfolio
|
Q3 2024
Added 20.69%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
951
shares
|
$518,722
0.22% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
950
shares
|
$518,177
0.05% of portfolio
|
Q3 2024
Reduced 8.3%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$515,450
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
945
shares
|
$515,450
0.19% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
945
shares
|
$515,450
0.16% of portfolio
|
Q3 2024
Added 4.19%
|