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 3,956 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
12
shares
|
$6,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$5,758
0.53% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
11
shares
|
$5,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10
shares
|
$5,235
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
10
shares
|
$5,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
10
shares
|
$5,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$4,711
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9
shares
|
$4,711
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$4,711
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
9
shares
|
$4,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8
shares
|
$4,188
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$4,188
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
8
shares
|
$4,188
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$3,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
6
shares
|
$3,141
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$2,617
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$2,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
5
shares
|
$2,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
4
shares
|
$2,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
3
shares
|
$1,570
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2
shares
|
$1,047
0.0% of portfolio
|
Q2 2024
Reduced 91.67%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$523
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1
shares
|
$523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|