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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$10.6 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
19,747
shares
|
$10.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,622
shares
|
$10.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
19,585
shares
|
$10.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
19,517
shares
|
$10.4 Million
0.94% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
19,485
shares
|
$10.4 Million
1.34% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
19,461
shares
|
$10.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,436
shares
|
$10.4 Million
0.29% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,302
shares
|
$10.3 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
19,081
shares
|
$10.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
19,062
shares
|
$10.2 Million
2.67% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$10.1 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
18,971
shares
|
$10.1 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
18,959
shares
|
$10.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
18,946
shares
|
$10.1 Million
0.43% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,926
shares
|
$10.1 Million
0.29% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
18,925
shares
|
$10.1 Million
3.07% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
18,857
shares
|
$10.1 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
18,793
shares
|
$10 Million
0.36% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
18,769
shares
|
$10 Million
2.19% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
18,713
shares
|
$9.99 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
18,676
shares
|
$9.97 Million
1.19% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
18,595
shares
|
$9.93 Million
0.93% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
18,558
shares
|
$9.91 Million
0.11% of portfolio
|
Q3 2024
Added 1026.09%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
18,548
shares
|
$9.9 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.69%
|