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 |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
915
shares
|
$499,086
0.36% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
913
shares
|
$497,995
0.27% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
913
shares
|
$497,995
0.2% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
911
shares
|
$496,904
0.06% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
910
shares
|
$496,359
0.09% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$495,268
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
908
shares
|
$495,268
0.23% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$495,268
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$494,723
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
906
shares
|
$494,177
0.17% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$493,632
4.62% of portfolio
|
Q3 2022
Added 16.93%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
905
shares
|
$493,632
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
902
shares
|
$491,995
0.38% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
901
shares
|
$491,450
0.01% of portfolio
|
Q4 2024
Reduced 82.75%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$491,450
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
900
shares
|
$490,905
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$490,905
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
900
shares
|
$490,905
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$489,268
0.72% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
897
shares
|
$489,268
0.08% of portfolio
|
Q3 2024
Reduced 61.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
896
shares
|
$488,723
0.18% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
895
shares
|
$488,177
0.32% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Albert D Mason Inc
|
Jan 15, 2025 Q4 2024 |
894
shares
|
$487,632
0.36% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
894
shares
|
$487,632
0.22% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$487,086
0.05% of portfolio
|
Q4 2023
Added 0.22%
|