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 4,042 institutions that hold shares in the stock, with a total of 795 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$41,195
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
136
shares
|
$41,195
0.05% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
134
shares
|
$40,589
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
131
shares
|
$39,681
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$39,378
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$39,378
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
130
shares
|
$39,378
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$39,378
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$38,772
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$38,772
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Wormser Freres Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
128
shares
|
$38,772
0.04% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
126
shares
|
$38,166
0.01% of portfolio
|
Q4 2023
Reduced 85.97%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
125
shares
|
$37,863
0.03% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
125
shares
|
$37,863
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
123
shares
|
$37,257
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
122
shares
|
$36,955
0.04% of portfolio
|
Q4 2021
Reduced 45.05%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
121
shares
|
$36,652
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$36,349
0.01% of portfolio
|
Q1 2025
Added 5900.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
120
shares
|
$36,349
0.02% of portfolio
|
Q1 2025
Reduced 57.3%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
120
shares
|
$36,349
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
119
shares
|
$36,046
0.03% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
117
shares
|
$35,440
0.01% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
116
shares
|
$35,137
0.05% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
116
shares
|
$35,137
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
112
shares
|
$33,925
0.05% of portfolio
|
Q4 2024
Added 166.67%
|