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 3,920 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
44,010
shares
|
$23.2 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
43,996
shares
|
$23.2 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
43,901
shares
|
$23.2 Million
0.74% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
43,835
shares
|
$23.1 Million
2.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
43,317
shares
|
$22.8 Million
6.28% of portfolio
|
Q4 2024
Added 690.31%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
43,292
shares
|
$22.8 Million
2.62% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,702
shares
|
$22.5 Million
10.04% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
42,634
shares
|
$22.5 Million
0.87% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
42,634
shares
|
$22.5 Million
1.52% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
42,630
shares
|
$22.5 Million
3.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
42,546
shares
|
$22.4 Million
1.16% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
42,246
shares
|
$22.3 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
42,198
shares
|
$22.3 Million
3.33% of portfolio
|
Q3 2022
Reduced 1.48%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
42,032
shares
|
$22.2 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
41,970
shares
|
$22.1 Million
0.49% of portfolio
|
Q4 2024
Added 12.28%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
41,946
shares
|
$22.1 Million
1.7% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
41,791
shares
|
$22 Million
0.17% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
41,705
shares
|
$22 Million
0.63% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
41,699
shares
|
$22 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Feb 07, 2025 Q4 2024 |
41,400
shares
|
$21.8 Million
0.35% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
40,983
shares
|
$21.6 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
40,962
shares
|
$21.6 Million
0.62% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
40,960
shares
|
$21.6 Million
2.09% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
40,550
shares
|
$21.4 Million
0.38% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
40,412
shares
|
$21.3 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.22%
|