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 |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
893
shares
|
$487,086
0.1% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
892
shares
|
$486,541
0.07% of portfolio
|
Q4 2024
Added 112.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$486,541
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
892
shares
|
$486,541
0.26% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
891
shares
|
$485,995
0.29% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
891
shares
|
$485,995
0.1% of portfolio
|
Q3 2024
Added 28.2%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
890
shares
|
$485,450
0.04% of portfolio
|
Q3 2024
Reduced 27.99%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
889
shares
|
$484,905
0.21% of portfolio
|
Q3 2024
Added 15.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
889
shares
|
$484,905
0.27% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
887
shares
|
$483,814
0.09% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
885
shares
|
$482,723
0.34% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
884
shares
|
$482,177
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
883
shares
|
$481,632
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
880
shares
|
$479,996
0.37% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
875
shares
|
$477,268
0.35% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
874
shares
|
$476,723
0.07% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
873
shares
|
$476,177
0.25% of portfolio
|
Q4 2024
Reduced 38.0%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
871
shares
|
$475,086
0.11% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
871
shares
|
$475,086
0.11% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
870
shares
|
$474,541
0.05% of portfolio
|
Q4 2024
Added 24.64%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Oct 22, 2024 Q3 2024 |
869
shares
|
$473,996
0.29% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
869
shares
|
$473,996
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
869
shares
|
$473,996
0.22% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
869
shares
|
$473,996
0.23% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$472,359
0.7% of portfolio
|
Q3 2022
Added 79.3%
|