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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
672
shares
|
$366,542
0.33% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
670
shares
|
$365,451
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
669
shares
|
$364,906
0.07% of portfolio
|
Q4 2024
Reduced 32.83%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
669
shares
|
$364,906
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
668
shares
|
$364,360
0.09% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
668
shares
|
$364,360
0.07% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
667
shares
|
$363,815
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
665
shares
|
$362,724
0.27% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
662
shares
|
$361,087
0.14% of portfolio
|
Q3 2024
Reduced 47.92%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
662
shares
|
$361,087
0.25% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jan 13, 2025 Q4 2024 |
662
shares
|
$361,087
0.15% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
660
shares
|
$359,997
0.22% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
660
shares
|
$359,997
0.15% of portfolio
|
Q2 2024
Added 20.66%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Jan 23, 2025 Q4 2024 |
660
shares
|
$359,997
0.17% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Oct 31, 2024 Q3 2024 |
660
shares
|
$359,997
0.17% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
659
shares
|
$359,451
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
656
shares
|
$357,815
0.05% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
655
shares
|
$357,269
0.05% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
655
shares
|
$357,269
0.19% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
655
shares
|
$357,269
0.14% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
654
shares
|
$356,724
0.1% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
654
shares
|
$356,724
0.09% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
653
shares
|
$356,178
0.11% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
652
shares
|
$355,633
0.27% of portfolio
|
Q4 2024
Added 55.61%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
648
shares
|
$353,451
0.02% of portfolio
|
Q4 2022
Reduced 32.36%
|