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 |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
795
shares
|
$433,632
0.27% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
793
shares
|
$432,541
0.05% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
793
shares
|
$432,541
0.43% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$431,996
0.24% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
790
shares
|
$430,905
0.02% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$430,905
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
787
shares
|
$429,269
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$428,178
0.03% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$428,178
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
783
shares
|
$427,087
0.06% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$427,087
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
781
shares
|
$425,996
0.02% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
779
shares
|
$424,905
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
776
shares
|
$423,269
0.08% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
775
shares
|
$422,723
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
774
shares
|
$422,178
0.02% of portfolio
|
Q2 2024
Reduced 95.68%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$420,541
0.03% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$420,541
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$419,996
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
770
shares
|
$419,996
0.13% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
769
shares
|
$419,451
0.14% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
769
shares
|
$419,451
0.19% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
766
shares
|
$417,814
0.14% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
764
shares
|
$416,723
0.08% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$416,178
0.15% of portfolio
|
Q2 2022
Added 6.86%
|