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 |
|---|---|---|---|---|---|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$449,450
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$447,814
0.63% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
820
shares
|
$447,269
0.09% of portfolio
|
Q4 2024
Reduced 21.31%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
819
shares
|
$446,723
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
818
shares
|
$446,178
0.16% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
818
shares
|
$446,178
0.04% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
816
shares
|
$445,087
0.13% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
815
shares
|
$444,541
0.11% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
814
shares
|
$443,996
0.14% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
814
shares
|
$443,996
0.03% of portfolio
|
Q3 2024
Reduced 82.65%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
814
shares
|
$443,996
0.28% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
812
shares
|
$442,905
0.03% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
811
shares
|
$442,359
0.02% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
809
shares
|
$441,269
0.12% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
809
shares
|
$441,269
0.36% of portfolio
|
Q4 2024
Added 65.78%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
808
shares
|
$440,723
0.21% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
807
shares
|
$440,178
0.28% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
804
shares
|
$438,541
0.04% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$437,996
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
802
shares
|
$437,450
0.12% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
801
shares
|
$436,905
0.03% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
798
shares
|
$435,269
0.19% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
797
shares
|
$434,723
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
796
shares
|
$434,178
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
795
shares
|
$433,632
0.04% of portfolio
|
Q3 2024
Reduced 80.22%
|