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 |
|---|---|---|---|---|---|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
70
shares
|
$28,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
69
shares
|
$28,389
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
68
shares
|
$27,977
0.01% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
65
shares
|
$26,743
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
63
shares
|
$25,920
0.03% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
63
shares
|
$25,920
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
62
shares
|
$25,509
0.01% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
62
shares
|
$25,509
0.01% of portfolio
|
Q1 2025
Reduced 71.69%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
61
shares
|
$25,097
0.02% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$24,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
60
shares
|
$24,686
0.01% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$24,686
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
59
shares
|
$24,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$23,863
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$23,452
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
57
shares
|
$23,452
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
55
shares
|
$22,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
55
shares
|
$22,629
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
52
shares
|
$21,394
0.02% of portfolio
|
Q3 2022
Added 160.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
52
shares
|
$21,394
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
51
shares
|
$20,983
0.02% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
51
shares
|
$20,983
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
47
shares
|
$19,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$19,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
46
shares
|
$18,926
0.03% of portfolio
|
Q4 2023
New holding
|