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 3,893 institutions that hold shares in the stock, with a total of 778 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 |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
35,030
shares
|
$18.5 Million
1.33% of portfolio
|
Q4 2024
Reduced 42.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
34,991
shares
|
$18.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
34,948
shares
|
$18.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
34,833
shares
|
$18.4 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
34,565
shares
|
$18.2 Million
1.38% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
34,536
shares
|
$18.2 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
34,534
shares
|
$18.2 Million
1.22% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$18.2 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
34,300
shares
|
$18.1 Million
1.18% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$18 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
34,115
shares
|
$18 Million
2.12% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
33,995
shares
|
$17.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
33,869
shares
|
$17.9 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,845
shares
|
$17.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
33,843
shares
|
$17.8 Million
0.94% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Feb 07, 2025 Q4 2024 |
33,798
shares
|
$17.8 Million
18.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
33,760
shares
|
$17.8 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
33,503
shares
|
$17.7 Million
3.52% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
33,450
shares
|
$17.6 Million
2.4% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
33,304
shares
|
$17.6 Million
1.74% of portfolio
|
Q4 2024
Reduced 45.79%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
33,214
shares
|
$17.5 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
33,054
shares
|
$17.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 61.54%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
32,629
shares
|
$17.2 Million
3.61% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
32,400
shares
|
$17.1 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
32,394
shares
|
$17.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.1%
|