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 |
|---|---|---|---|---|---|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
11,524
shares
|
$6.12 Million
1.09% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,508
shares
|
$6.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,500
shares
|
$6.11 Million
2.44% of portfolio
|
Q4 2017
Added 27.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,470
shares
|
$6.09 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
11,450
shares
|
$6.08 Million
2.35% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11,404
shares
|
$6.06 Million
0.85% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,396
shares
|
$6.05 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$5.99 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
11,262
shares
|
$5.98 Million
0.96% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
11,247
shares
|
$5.97 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
11,232
shares
|
$5.97 Million
2.94% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,227
shares
|
$5.96 Million
0.45% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
11,170
shares
|
$5.93 Million
1.9% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
11,131
shares
|
$5.91 Million
2.1% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
11,104
shares
|
$5.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
11,089
shares
|
$5.89 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,088
shares
|
$5.89 Million
1.76% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$5.88 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
11,039
shares
|
$5.86 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Carderock Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
11,038
shares
|
$5.86 Million
1.46% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$5.86 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
11,033
shares
|
$5.86 Million
0.3% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Feb 03, 2025 Q4 2024 |
11,031
shares
|
$5.86 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
10,999
shares
|
$5.84 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
10,978
shares
|
$5.83 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.76%
|