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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,664
shares
|
$6.76 Million
0.22% of portfolio
|
Q4 2023
Added 12.56%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
12,629
shares
|
$6.74 Million
1.84% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,598
shares
|
$6.73 Million
0.23% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
12,564
shares
|
$6.71 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Jan 23, 2025 Q4 2024 |
12,500
shares
|
$6.67 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
12,496
shares
|
$6.67 Million
0.18% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,489
shares
|
$6.67 Million
0.58% of portfolio
|
Q3 2024
Added 216.34%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
12,485
shares
|
$6.67 Million
4.03% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,465
shares
|
$6.66 Million
0.79% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
12,423
shares
|
$6.63 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
12,375
shares
|
$6.61 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
12,375
shares
|
$6.61 Million
0.21% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
12,352
shares
|
$6.59 Million
0.26% of portfolio
|
Q3 2024
Added 10.8%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
12,305
shares
|
$6.57 Million
1.66% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$6.56 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
12,237
shares
|
$6.53 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
12,232
shares
|
$6.53 Million
1.88% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,230
shares
|
$6.53 Million
0.47% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,223
shares
|
$6.53 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
12,222
shares
|
$6.53 Million
0.92% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,183
shares
|
$6.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,166
shares
|
$6.5 Million
0.49% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$6.46 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Empire Life Investments Inc.
|
Jan 30, 2025 Q4 2024 |
12,095
shares
|
$6.46 Million
0.4% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,089
shares
|
$6.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.7%
|