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 |
|---|---|---|---|---|---|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
90
shares
|
$37,029
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
90
shares
|
$37,029
0.01% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
89
shares
|
$36,618
0.03% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
88
shares
|
$36,206
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Apr 28, 2025 Q1 2025 |
87
shares
|
$35,795
0.01% of portfolio
|
Q1 2025
Added 74.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
87
shares
|
$35,795
0.01% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
87
shares
|
$35,795
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$34,972
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$34,972
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$34,560
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$34,560
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$34,149
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
83
shares
|
$34,149
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
82
shares
|
$33,738
0.05% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
81
shares
|
$33,326
0.02% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
81
shares
|
$33,326
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
80
shares
|
$32,915
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
80
shares
|
$32,915
0.01% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
80
shares
|
$32,915
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
79
shares
|
$32,503
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$31,680
0.02% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$31,269
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
74
shares
|
$30,446
0.0% of portfolio
|
Q4 2024
Reduced 84.22%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$29,623
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
71
shares
|
$29,212
0.03% of portfolio
|
Q3 2024
Added 5.97%
|