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 |
|---|---|---|---|---|---|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
13,445
shares
|
$7.18 Million
1.16% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
13,440
shares
|
$7.18 Million
0.37% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
13,428
shares
|
$7.17 Million
1.11% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
13,306
shares
|
$7.1 Million
1.28% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
13,213
shares
|
$7.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Mirabaud Asset Management LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
13,201
shares
|
$7.05 Million
3.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
13,197
shares
|
$7.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,193
shares
|
$7.04 Million
1.23% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
13,135
shares
|
$7.01 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
13,125
shares
|
$7.01 Million
6.41% of portfolio
|
Q3 2024
Reduced 50.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
13,117
shares
|
$7 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
13,070
shares
|
$6.98 Million
4.09% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
13,047
shares
|
$6.97 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
13,020
shares
|
$6.95 Million
0.34% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
13,014
shares
|
$6.95 Million
1.88% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
12,977
shares
|
$6.93 Million
1.23% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
12,942
shares
|
$6.91 Million
2.11% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
12,937
shares
|
$6.91 Million
1.3% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Primecap Management CO
Pasadena, CA |
Feb 10, 2025 Q4 2024 |
12,920
shares
|
$6.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 88.91%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
12,849
shares
|
$6.86 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
12,805
shares
|
$6.84 Million
0.27% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
12,784
shares
|
$6.83 Million
0.31% of portfolio
|
Q4 2024
Added 15.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
12,781
shares
|
$6.82 Million
0.34% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
12,763
shares
|
$6.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 94.44%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
12,680
shares
|
$6.77 Million
3.13% of portfolio
|
Q4 2024
Added 1.72%
|