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 4,083 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $317 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
150
shares
|
$61,716
0.04% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
148
shares
|
$60,893
0.08% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
146
shares
|
$60,070
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$60,070
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
146
shares
|
$60,070
0.03% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
143
shares
|
$58,835
0.03% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
142
shares
|
$58,424
0.03% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
140
shares
|
$57,601
0.05% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$55,955
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
135
shares
|
$55,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
134
shares
|
$55,132
0.02% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
131
shares
|
$53,898
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$53,487
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$53,487
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
130
shares
|
$53,487
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$53,487
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
129
shares
|
$53,075
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$52,664
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$52,664
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
126
shares
|
$51,841
0.01% of portfolio
|
Q4 2023
Reduced 85.97%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
125
shares
|
$51,430
0.03% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$51,430
0.03% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
125
shares
|
$51,430
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
125
shares
|
$51,430
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
122
shares
|
$50,195
0.04% of portfolio
|
Q4 2021
Reduced 45.05%
|