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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
757
shares
|
$377,758
0.27% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
757
shares
|
$377,758
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
756
shares
|
$377,259
0.05% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
755
shares
|
$376,760
0.21% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
752
shares
|
$375,263
0.02% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
752
shares
|
$375,263
0.27% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
752
shares
|
$375,263
0.12% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
751
shares
|
$374,764
0.13% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
751
shares
|
$374,764
0.02% of portfolio
|
Q4 2024
Added 31.29%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
751
shares
|
$374,764
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
751
shares
|
$374,764
0.25% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
750
shares
|
$374,265
0.28% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
749
shares
|
$373,765
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
748
shares
|
$373,266
0.07% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$372,767
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$372,268
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
746
shares
|
$372,268
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
746
shares
|
$372,268
0.24% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
746
shares
|
$372,268
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
744
shares
|
$371,270
0.15% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
744
shares
|
$371,270
0.02% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
742
shares
|
$370,272
0.2% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
742
shares
|
$370,272
0.04% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$369,773
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$369,274
0.18% of portfolio
|
Q1 2024
Added 0.14%
|