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 3,956 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
34,534
shares
|
$18.3 Million
1.22% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$18.3 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
34,200
shares
|
$18.2 Million
0.43% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$18.1 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
33,869
shares
|
$18 Million
0.67% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,845
shares
|
$18 Million
0.25% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
33,843
shares
|
$18 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
|
$18 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
|
$17.9 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
33,503
shares
|
$17.8 Million
3.52% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
33,450
shares
|
$17.8 Million
2.4% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Qv Investors Inc.
|
Jan 13, 2025 Q4 2024 |
33,304
shares
|
$17.7 Million
1.74% of portfolio
|
Q4 2024
Reduced 45.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
33,289
shares
|
$17.7 Million
0.2% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
33,054
shares
|
$17.6 Million
0.77% of portfolio
|
Q4 2024
Reduced 61.54%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
32,634
shares
|
$17.3 Million
1.36% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2025 Q4 2024 |
32,629
shares
|
$17.3 Million
3.61% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Feb 11, 2025 Q4 2024 |
32,400
shares
|
$17.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
32,394
shares
|
$17.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
32,346
shares
|
$17.2 Million
1.83% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
32,129
shares
|
$17.1 Million
0.76% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
32,038
shares
|
$17 Million
0.22% of portfolio
|
Q4 2024
Reduced 51.17%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
32,034
shares
|
$17 Million
0.17% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
31,818
shares
|
$16.9 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
31,753
shares
|
$16.9 Million
0.86% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
31,713
shares
|
$16.8 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.01%
|