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 |
|---|---|---|---|---|---|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
21,476
shares
|
$11.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 65.61%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
21,466
shares
|
$11.5 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,444
shares
|
$11.4 Million
1.05% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
21,383
shares
|
$11.4 Million
0.26% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
21,381
shares
|
$11.4 Million
6.04% of portfolio
|
Q3 2024
Reduced 25.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,333
shares
|
$11.4 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$11.4 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
21,069
shares
|
$11.2 Million
0.8% of portfolio
|
Q3 2024
Added 205.08%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
21,062
shares
|
$11.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
21,053
shares
|
$11.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 36.2%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
20,925
shares
|
$11.2 Million
1.0% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,850
shares
|
$11.1 Million
0.88% of portfolio
|
Q4 2024
Added 63.09%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 12, 2024 Q3 2024 |
20,550
shares
|
$11 Million
0.86% of portfolio
|
Q3 2024
Added 4328.88%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,484
shares
|
$10.9 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
20,480
shares
|
$10.9 Million
0.41% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
20,457
shares
|
$10.9 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
20,278
shares
|
$10.8 Million
3.27% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
20,243
shares
|
$10.8 Million
0.72% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
20,221
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20,204
shares
|
$10.8 Million
1.25% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
20,195
shares
|
$10.8 Million
3.51% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,105
shares
|
$10.7 Million
0.15% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
20,069
shares
|
$10.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
20,008
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$10.7 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|