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 4,073 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $394 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
807
shares
|
$402,709
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
804
shares
|
$401,212
0.04% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$400,713
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
801
shares
|
$399,715
0.03% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
801
shares
|
$399,715
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
799
shares
|
$398,716
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
797
shares
|
$397,718
0.19% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
797
shares
|
$397,718
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
796
shares
|
$397,219
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
795
shares
|
$396,720
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
795
shares
|
$396,720
0.27% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
795
shares
|
$396,720
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
792
shares
|
$395,223
0.2% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
790
shares
|
$394,225
0.02% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$394,225
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
789
shares
|
$393,726
0.01% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
787
shares
|
$392,728
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
787
shares
|
$392,728
0.19% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
786
shares
|
$392,229
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$391,730
0.03% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$391,730
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$390,732
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
781
shares
|
$389,734
0.02% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
781
shares
|
$389,734
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$389,235
0.08% of portfolio
|
Q2 2024
Added 11.6%
|