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 |
|---|---|---|---|---|---|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,115
shares
|
$8.6 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,106
shares
|
$8.6 Million
2.63% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
16,099
shares
|
$8.6 Million
0.62% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
16,075
shares
|
$8.58 Million
0.65% of portfolio
|
Q4 2024
Added 106.89%
|
|
|
Alapocas Investment Partners, Inc.
Beverly, MA |
Nov 12, 2024 Q3 2024 |
16,037
shares
|
$8.56 Million
5.51% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
16,003
shares
|
$8.54 Million
0.3% of portfolio
|
Q4 2024
Added 17.4%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$8.54 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
15,865
shares
|
$8.47 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$8.43 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$8.41 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
15,747
shares
|
$8.41 Million
1.66% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$8.33 Million
1.49% of portfolio
|
Q4 2022
Reduced 2.57%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
15,553
shares
|
$8.3 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,523
shares
|
$8.29 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
15,520
shares
|
$8.29 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
15,501
shares
|
$8.28 Million
1.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$8.27 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,429
shares
|
$8.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,311
shares
|
$8.17 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
15,300
shares
|
$8.17 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$8.15 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,254
shares
|
$8.14 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
15,243
shares
|
$8.14 Million
0.15% of portfolio
|
Q3 2024
Reduced 38.97%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
15,200
shares
|
$8.12 Million
1.35% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,169
shares
|
$8.1 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.89%
|