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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
16,863
shares
|
$9 Million
0.63% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
16,767
shares
|
$8.95 Million
0.59% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,761
shares
|
$8.95 Million
0.1% of portfolio
|
Q3 2024
Added 32.87%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
16,668
shares
|
$8.9 Million
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
16,642
shares
|
$8.89 Million
1.58% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
16,637
shares
|
$8.88 Million
2.6% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
16,634
shares
|
$8.88 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
16,532
shares
|
$8.83 Million
0.49% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
16,508
shares
|
$8.81 Million
1.97% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$8.8 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Nov 14, 2024 Q3 2024 |
16,475
shares
|
$8.8 Million
3.29% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
16,424
shares
|
$8.77 Million
0.62% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
16,396
shares
|
$8.75 Million
0.91% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
16,392
shares
|
$8.75 Million
1.85% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$8.74 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
16,370
shares
|
$8.74 Million
0.94% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,358
shares
|
$8.73 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
16,337
shares
|
$8.72 Million
0.48% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
16,311
shares
|
$8.71 Million
2.75% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
16,293
shares
|
$8.7 Million
2.28% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,281
shares
|
$8.69 Million
0.61% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
16,271
shares
|
$8.69 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
16,255
shares
|
$8.68 Million
0.52% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
16,227
shares
|
$8.66 Million
1.58% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,227
shares
|
$8.66 Million
0.28% of portfolio
|
Q4 2024
Added 2.61%
|