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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
10,675
shares
|
$5.7 Million
0.84% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$5.69 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
10,634
shares
|
$5.68 Million
0.27% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
10,583
shares
|
$5.65 Million
0.53% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
10,569
shares
|
$5.64 Million
0.66% of portfolio
|
Q2 2024
Added 24.41%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
10,554
shares
|
$5.63 Million
0.14% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
10,545
shares
|
$5.63 Million
0.42% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
10,541
shares
|
$5.63 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
10,510
shares
|
$5.61 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,495
shares
|
$5.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
10,463
shares
|
$5.59 Million
2.18% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
10,447
shares
|
$5.58 Million
1.09% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,443
shares
|
$5.58 Million
2.39% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
10,431
shares
|
$5.57 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$5.5 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,276
shares
|
$5.49 Million
0.53% of portfolio
|
Q4 2024
Added 53.49%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
10,268
shares
|
$5.48 Million
0.35% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
10,250
shares
|
$5.47 Million
3.71% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
10,235
shares
|
$5.46 Million
1.37% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
10,215
shares
|
$5.45 Million
0.95% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
10,210
shares
|
$5.45 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,207
shares
|
$5.45 Million
1.36% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$5.44 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
10,173
shares
|
$5.43 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
10,162
shares
|
$5.43 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.1%
|