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 |
|---|---|---|---|---|---|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$404,178
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$403,633
0.18% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
740
shares
|
$403,633
0.1% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
739
shares
|
$403,087
0.25% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
738
shares
|
$402,542
0.05% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
737
shares
|
$401,996
0.01% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
737
shares
|
$401,996
0.31% of portfolio
|
Q4 2024
Added 68.65%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
735
shares
|
$400,905
0.06% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
735
shares
|
$400,905
0.08% of portfolio
|
Q3 2024
Added 31.96%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
733
shares
|
$399,814
0.32% of portfolio
|
Q3 2024
Added 7.37%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
733
shares
|
$399,814
0.2% of portfolio
|
Q3 2024
Reduced 16.42%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$399,814
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
733
shares
|
$399,814
0.03% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
732
shares
|
$399,269
0.02% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
731
shares
|
$398,723
0.21% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
728
shares
|
$397,087
0.05% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
728
shares
|
$397,087
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
728
shares
|
$397,087
0.25% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
727
shares
|
$396,542
0.11% of portfolio
|
Q4 2024
Added 24.49%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
723
shares
|
$394,360
0.13% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
722
shares
|
$393,814
0.12% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
722
shares
|
$393,814
0.36% of portfolio
|
Q4 2024
Added 13.88%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
721
shares
|
$393,269
0.23% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
721
shares
|
$393,269
0.01% of portfolio
|
Q3 2024
Reduced 97.12%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
720
shares
|
$392,724
0.14% of portfolio
|
Q4 2024
Reduced 1.37%
|