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 |
|---|---|---|---|---|---|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
17,584
shares
|
$9.39 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
17,540
shares
|
$9.36 Million
0.84% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,537
shares
|
$9.36 Million
4.6% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
17,505
shares
|
$9.35 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$9.32 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
17,454
shares
|
$9.32 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
17,433
shares
|
$9.31 Million
0.42% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
17,431
shares
|
$9.31 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
17,423
shares
|
$9.3 Million
0.52% of portfolio
|
Q4 2024
Added 32.5%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
17,411
shares
|
$9.3 Million
0.98% of portfolio
|
Q4 2024
Reduced 29.0%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
17,396
shares
|
$9.29 Million
3.09% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,393
shares
|
$9.29 Million
1.3% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
17,343
shares
|
$9.26 Million
1.19% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
17,332
shares
|
$9.25 Million
1.78% of portfolio
|
Q4 2024
Added 74.05%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
17,200
shares
|
$9.18 Million
0.31% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
17,154
shares
|
$9.16 Million
1.25% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
17,133
shares
|
$9.15 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
17,102
shares
|
$9.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
17,084
shares
|
$9.12 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
17,046
shares
|
$9.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 94.76%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,037
shares
|
$9.1 Million
0.71% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
16,981
shares
|
$9.07 Million
1.08% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$9.04 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|
|
Soros Capital Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,900
shares
|
$9.02 Million
2.76% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
16,883
shares
|
$9.01 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.89%
|