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 3,843 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 $392 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
517
shares
|
$263,545
0.22% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
515
shares
|
$262,526
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
515
shares
|
$262,526
0.04% of portfolio
|
Q4 2023
Reduced 6.07%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
514
shares
|
$262,016
0.09% of portfolio
|
Q1 2024
Reduced 17.23%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
511
shares
|
$260,487
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
510
shares
|
$259,977
0.24% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
510
shares
|
$259,977
0.04% of portfolio
|
Q3 2024
Added 12.58%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
510
shares
|
$259,977
0.03% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
509
shares
|
$259,467
0.18% of portfolio
|
Q3 2024
Reduced 39.55%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
508
shares
|
$258,958
0.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
508
shares
|
$258,958
0.05% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
508
shares
|
$258,958
0.64% of portfolio
|
Q1 2023
Reduced 13.57%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
506
shares
|
$257,938
0.02% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
506
shares
|
$257,938
0.07% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
505
shares
|
$257,428
0.18% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
505
shares
|
$257,428
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
504
shares
|
$256,919
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
504
shares
|
$256,919
0.01% of portfolio
|
Q4 2023
Reduced 49.8%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
504
shares
|
$256,919
0.11% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
503
shares
|
$256,409
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
503
shares
|
$256,409
0.15% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
503
shares
|
$256,409
0.18% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
501
shares
|
$255,389
0.01% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
501
shares
|
$255,389
0.03% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
500
shares
|
$254,880
0.04% of portfolio
|
Q4 2021
New holding
|