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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
25,296
shares
|
$13.5 Million
0.27% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
25,276
shares
|
$13.5 Million
0.55% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$13.5 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
25,250
shares
|
$13.5 Million
2.44% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
25,223
shares
|
$13.5 Million
1.46% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Muhlenkamp & CO Inc
|
Nov 12, 2024 Q3 2024 |
25,209
shares
|
$13.5 Million
4.76% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
25,150
shares
|
$13.4 Million
1.39% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
25,147
shares
|
$13.4 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$13.4 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Lts One Management LP
|
Nov 14, 2024 Q3 2024 |
25,070
shares
|
$13.4 Million
4.3% of portfolio
|
Q3 2024
New holding
|
|
|
11 Capital Partners LP
New York, NY |
Nov 14, 2024 Q3 2024 |
25,050
shares
|
$13.4 Million
6.5% of portfolio
|
Q3 2024
Reduced 30.99%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
25,032
shares
|
$13.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
24,915
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Added 211.44%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
24,823
shares
|
$13.3 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$13.2 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
24,791
shares
|
$13.2 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
24,776
shares
|
$13.2 Million
1.28% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
24,774
shares
|
$13.2 Million
2.33% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
24,679
shares
|
$13.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
24,605
shares
|
$13.1 Million
1.22% of portfolio
|
Q3 2024
Added 14.16%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
24,412
shares
|
$13 Million
1.53% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
24,338
shares
|
$13 Million
2.71% of portfolio
|
Q2 2023
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,108
shares
|
$12.9 Million
0.66% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
24,094
shares
|
$12.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
23,983
shares
|
$12.8 Million
0.31% of portfolio
|
Q4 2024
Added 20.66%
|