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 4,074 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 $397 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
690
shares
|
$347,622
0.03% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
689
shares
|
$347,118
0.18% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
689
shares
|
$347,118
0.33% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$346,614
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
688
shares
|
$346,614
0.17% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
687
shares
|
$346,110
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
687
shares
|
$346,110
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
687
shares
|
$346,110
0.22% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
684
shares
|
$344,599
0.11% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
684
shares
|
$344,599
0.11% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
682
shares
|
$343,591
0.04% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
682
shares
|
$343,591
0.09% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
681
shares
|
$343,087
0.04% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
681
shares
|
$343,087
0.16% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Ndvr, Inc.
Boston, MA |
Feb 14, 2025 Q4 2024 |
681
shares
|
$343,087
0.33% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
679
shares
|
$342,080
0.0% of portfolio
|
Q4 2024
Reduced 57.59%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
679
shares
|
$342,080
0.23% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
677
shares
|
$341,072
0.05% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
677
shares
|
$341,072
0.28% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
677
shares
|
$341,072
0.02% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
676
shares
|
$340,568
0.19% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
676
shares
|
$340,568
0.01% of portfolio
|
Q4 2024
Reduced 23.79%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
676
shares
|
$340,568
0.05% of portfolio
|
Q4 2024
Added 187.66%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
675
shares
|
$340,065
0.15% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
675
shares
|
$340,065
0.28% of portfolio
|
Q4 2024
Reduced 21.97%
|