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 |
|---|---|---|---|---|---|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
27,762
shares
|
$14.7 Million
2.92% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
27,646
shares
|
$14.7 Million
1.96% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
27,627
shares
|
$14.7 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
27,627
shares
|
$14.7 Million
1.34% of portfolio
|
Q4 2024
Added 6755.33%
|
|
|
Overbrook Management Corp
New York, NY |
Jan 16, 2025 Q4 2024 |
27,613
shares
|
$14.7 Million
3.01% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
27,480
shares
|
$14.6 Million
0.42% of portfolio
|
Q4 2024
Added 3187.08%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
27,382
shares
|
$14.5 Million
0.3% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
27,342
shares
|
$14.5 Million
1.67% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
27,032
shares
|
$14.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
27,003
shares
|
$14.3 Million
0.69% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
26,957
shares
|
$14.3 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
26,940
shares
|
$14.3 Million
0.33% of portfolio
|
Q4 2024
Added 42.34%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
26,936
shares
|
$14.3 Million
0.95% of portfolio
|
Q3 2024
Added 27.82%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
26,915
shares
|
$14.3 Million
1.87% of portfolio
|
Q3 2024
New holding
|
|
|
8 Knots Management, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,876
shares
|
$14.3 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Caden Capital Partners, LP
Santa Monica, CA |
Nov 14, 2024 Q3 2024 |
26,810
shares
|
$14.2 Million
5.28% of portfolio
|
Q3 2024
Reduced 43.5%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
26,745
shares
|
$14.2 Million
0.17% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
26,714
shares
|
$14.2 Million
0.13% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
26,612
shares
|
$14.1 Million
0.4% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
26,591
shares
|
$14.1 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
26,553
shares
|
$14.1 Million
1.16% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
26,524
shares
|
$14.1 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
26,444
shares
|
$14 Million
0.22% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
26,354
shares
|
$14 Million
0.3% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
26,283
shares
|
$14 Million
1.51% of portfolio
|
Q4 2024
Added 8.85%
|