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 $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
121
shares
|
$49,784
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$49,784
0.02% of portfolio
|
Q3 2021
Added 55.13%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$49,372
0.01% of portfolio
|
Q1 2025
Added 5900.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
120
shares
|
$49,372
0.02% of portfolio
|
Q1 2025
Reduced 57.3%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
120
shares
|
$49,372
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
113
shares
|
$46,492
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
112
shares
|
$46,081
0.05% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
111
shares
|
$45,669
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
108
shares
|
$44,435
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$43,612
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
106
shares
|
$43,612
0.04% of portfolio
|
Q4 2024
Added 863.64%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
106
shares
|
$43,612
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
104
shares
|
$42,789
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
104
shares
|
$42,789
0.03% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
104
shares
|
$42,789
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
102
shares
|
$41,966
0.02% of portfolio
|
Q4 2024
Added 155.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
102
shares
|
$41,966
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
100
shares
|
$41,144
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
100
shares
|
$41,144
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$41,144
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
98
shares
|
$40,321
0.02% of portfolio
|
Q1 2025
Reduced 26.87%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
96
shares
|
$39,498
0.02% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
94
shares
|
$38,675
0.09% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
93
shares
|
$38,263
0.03% of portfolio
|
Q1 2025
Added 138.46%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$37,029
0.01% of portfolio
|
Q4 2024
Reduced 43.4%
|