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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,203
shares
|
$7.58 Million
0.76% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
14,169
shares
|
$7.57 Million
0.46% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
Feb 07, 2025 Q4 2024 |
14,165
shares
|
$7.56 Million
0.24% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
14,097
shares
|
$7.53 Million
0.72% of portfolio
|
Q3 2024
Reduced 15.74%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,053
shares
|
$7.5 Million
1.6% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
14,020
shares
|
$7.49 Million
0.75% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
13,980
shares
|
$7.46 Million
2.52% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,979
shares
|
$7.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,977
shares
|
$7.46 Million
0.07% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
13,973
shares
|
$7.46 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
13,938
shares
|
$7.44 Million
1.56% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
13,899
shares
|
$7.42 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
13,885
shares
|
$7.41 Million
0.72% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
13,863
shares
|
$7.4 Million
0.33% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
13,777
shares
|
$7.36 Million
0.23% of portfolio
|
Q4 2024
Added 20.45%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,749
shares
|
$7.34 Million
1.35% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
13,713
shares
|
$7.32 Million
1.94% of portfolio
|
Q4 2024
Added 104.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,684
shares
|
$7.31 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
13,677
shares
|
$7.3 Million
2.79% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
13,660
shares
|
$7.29 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
13,623
shares
|
$7.27 Million
2.98% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
13,612
shares
|
$7.27 Million
1.62% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$7.25 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
13,515
shares
|
$7.22 Million
1.1% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
13,466
shares
|
$7.19 Million
1.37% of portfolio
|
Q4 2024
Reduced 4.35%
|