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 |
|---|---|---|---|---|---|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
30,685
shares
|
$16.4 Million
1.6% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,610
shares
|
$16.3 Million
0.66% of portfolio
|
Q2 2020
Added 8.14%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
30,521
shares
|
$16.3 Million
0.41% of portfolio
|
Q3 2024
Added 48.01%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
30,345
shares
|
$16.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
30,267
shares
|
$16.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
30,233
shares
|
$16.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
30,169
shares
|
$16.1 Million
0.47% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
30,115
shares
|
$16.1 Million
1.07% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
30,097
shares
|
$16.1 Million
2.22% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
30,088
shares
|
$16.1 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
30,018
shares
|
$16 Million
0.46% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,000
shares
|
$16 Million
3.28% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Nov 15, 2024 Q3 2024 |
30,000
shares
|
$16 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
29,810
shares
|
$15.9 Million
0.73% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
29,711
shares
|
$15.9 Million
0.35% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$15.8 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
29,488
shares
|
$15.7 Million
0.24% of portfolio
|
Q4 2024
Added 59.72%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
29,399
shares
|
$15.7 Million
5.25% of portfolio
|
Q1 2024
New holding
|
|
|
Governors Lane LP
New York, NY |
Nov 14, 2024 Q3 2024 |
29,300
shares
|
$15.6 Million
1.42% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
29,220
shares
|
$15.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
29,174
shares
|
$15.6 Million
0.22% of portfolio
|
Q2 2024
Added 20.6%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,154
shares
|
$15.6 Million
0.13% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2024 Q3 2024 |
29,041
shares
|
$15.5 Million
3.79% of portfolio
|
Q2 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
29,001
shares
|
$15.5 Million
1.71% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$15.3 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|