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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
12,069
shares
|
$6.44 Million
0.54% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
12,057
shares
|
$6.44 Million
0.35% of portfolio
|
Q4 2024
Reduced 40.82%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
12,045
shares
|
$6.43 Million
0.25% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Tenere Capital LLC
Denver, CO |
Nov 15, 2024 Q3 2024 |
12,023
shares
|
$6.42 Million
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
12,009
shares
|
$6.41 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
12,007
shares
|
$6.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,001
shares
|
$6.41 Million
0.25% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
11,995
shares
|
$6.4 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
11,992
shares
|
$6.4 Million
3.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
11,987
shares
|
$6.4 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$6.36 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,903
shares
|
$6.36 Million
0.25% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$6.34 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,867
shares
|
$6.34 Million
0.33% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,858
shares
|
$6.33 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,832
shares
|
$6.32 Million
1.8% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,818
shares
|
$6.31 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
11,775
shares
|
$6.29 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
11,768
shares
|
$6.28 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Value Partners Investments Inc.
|
Oct 07, 2024 Q3 2024 |
11,766
shares
|
$6.28 Million
0.57% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,760
shares
|
$6.28 Million
0.4% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
11,731
shares
|
$6.26 Million
0.81% of portfolio
|
Q3 2024
Reduced 19.25%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
11,726
shares
|
$6.26 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
11,707
shares
|
$6.25 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11,669
shares
|
$6.23 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|