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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
945
shares
|
$515,450
0.16% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
944
shares
|
$514,904
0.13% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
944
shares
|
$514,904
0.05% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
941
shares
|
$513,268
0.05% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
941
shares
|
$513,268
0.3% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
939
shares
|
$512,177
0.28% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
939
shares
|
$512,177
0.07% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
938
shares
|
$511,632
0.15% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
937
shares
|
$511,086
0.46% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
935
shares
|
$509,995
0.11% of portfolio
|
Q3 2024
Added 92.39%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
930
shares
|
$507,268
0.25% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
930
shares
|
$507,268
0.32% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
929
shares
|
$506,723
0.18% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
929
shares
|
$506,723
0.08% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
929
shares
|
$506,723
0.25% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
928
shares
|
$506,177
0.04% of portfolio
|
Q4 2024
Reduced 39.94%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
928
shares
|
$506,177
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
928
shares
|
$506,177
0.03% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
927
shares
|
$505,632
0.05% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
926
shares
|
$505,086
0.33% of portfolio
|
Q3 2024
Reduced 63.87%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
926
shares
|
$505,086
0.38% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
925
shares
|
$504,541
0.06% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
920
shares
|
$501,814
0.23% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
919
shares
|
$501,268
0.2% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
917
shares
|
$500,177
0.58% of portfolio
|
Q3 2024
Added 9.17%
|