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 |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
22
shares
|
$9,003
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$9,003
0.01% of portfolio
|
Q1 2025
Reduced 81.97%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
22
shares
|
$9,003
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$9,003
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$8,184
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
19
shares
|
$7,775
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
19
shares
|
$7,775
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$7,366
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|
|
|
Goodman Advisory Group, LLC
|
Apr 24, 2025 Q1 2025 |
18
shares
|
$7,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$7,366
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
18
shares
|
$7,366
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$6,956
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
17
shares
|
$6,956
0.0% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
17
shares
|
$6,956
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
16
shares
|
$6,547
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
16
shares
|
$6,547
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
16
shares
|
$6,547
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
16
shares
|
$6,547
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
16
shares
|
$6,547
0.51% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
15
shares
|
$6,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
14
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$5,319
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
12
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
12
shares
|
$4,910
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
12
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
New holding
|