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 |
|---|---|---|---|---|---|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
12,009
shares
|
$6.38 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Jupiter Asset Management LTD
|
Feb 10, 2025 Q4 2024 |
12,007
shares
|
$6.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,001
shares
|
$6.37 Million
0.25% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
11,995
shares
|
$6.37 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Marshall & Sullivan Inc
|
Jan 13, 2025 Q4 2024 |
11,992
shares
|
$6.37 Million
3.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
11,987
shares
|
$6.37 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$6.33 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$6.31 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
|
$6.3 Million
0.33% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,858
shares
|
$6.3 Million
1.43% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,843
shares
|
$6.29 Million
0.2% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,832
shares
|
$6.28 Million
1.8% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,790
shares
|
$6.26 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
11,775
shares
|
$6.25 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
11,768
shares
|
$6.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,760
shares
|
$6.25 Million
0.4% of portfolio
|
Q3 2024
Added 38.92%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
11,726
shares
|
$6.23 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
11,707
shares
|
$6.22 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11,669
shares
|
$6.2 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
11,660
shares
|
$6.19 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
11,654
shares
|
$6.19 Million
2.56% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,623
shares
|
$6.17 Million
1.42% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
11,590
shares
|
$6.16 Million
0.34% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$6.14 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,552
shares
|
$6.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.51%
|