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 3,956 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,786
shares
|
$8.39 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.93%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,758
shares
|
$8.37 Million
0.58% of portfolio
|
Q2 2022
Added 7.43%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
15,747
shares
|
$8.36 Million
1.66% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Feb 12, 2025 Q4 2024 |
15,720
shares
|
$8.35 Million
1.98% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
15,694
shares
|
$8.34 Million
0.98% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
15,595
shares
|
$8.28 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
|
$8.26 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
15,523
shares
|
$8.25 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
15,520
shares
|
$8.24 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
15,501
shares
|
$8.23 Million
1.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,494
shares
|
$8.23 Million
0.49% of portfolio
|
Q3 2022
Added 3.39%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,311
shares
|
$8.13 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$8.11 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
15,254
shares
|
$8.1 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
15,230
shares
|
$8.09 Million
1.19% of portfolio
|
Q4 2024
Reduced 12.63%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
15,200
shares
|
$8.07 Million
1.35% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
15,169
shares
|
$8.06 Million
2.19% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
15,130
shares
|
$8.04 Million
1.65% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
15,093
shares
|
$8.02 Million
0.61% of portfolio
|
Q4 2024
Added 115.28%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$7.97 Million
0.18% of portfolio
|
Q3 2024
Reduced 70.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
14,929
shares
|
$7.93 Million
0.21% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$7.88 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
14,789
shares
|
$7.86 Million
0.14% of portfolio
|
Q4 2024
Added 72.23%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
14,751
shares
|
$7.84 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
14,749
shares
|
$7.83 Million
0.64% of portfolio
|
Q4 2024
Added 2.47%
|