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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
9,798
shares
|
$5.23 Million
1.59% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,777
shares
|
$5.22 Million
0.58% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
9,761
shares
|
$5.21 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
9,755
shares
|
$5.21 Million
1.1% of portfolio
|
Q3 2024
Added 269.23%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
9,740
shares
|
$5.2 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,719
shares
|
$5.19 Million
0.29% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
9,688
shares
|
$5.17 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
9,656
shares
|
$5.16 Million
4.6% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
9,603
shares
|
$5.13 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
9,562
shares
|
$5.11 Million
0.85% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
9,528
shares
|
$5.09 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
9,524
shares
|
$5.09 Million
2.71% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
9,502
shares
|
$5.07 Million
1.81% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
9,499
shares
|
$5.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 62.34%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
9,480
shares
|
$5.06 Million
0.9% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Jan 10, 2025 Q3 2024 |
9,478
shares
|
$5.06 Million
2.05% of portfolio
|
Q1 2024
Added 19.97%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
9,473
shares
|
$5.06 Million
0.18% of portfolio
|
Q3 2024
Added 17.34%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,466
shares
|
$5.05 Million
2.89% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,460
shares
|
$5.05 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,446
shares
|
$5.04 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
9,429
shares
|
$5.03 Million
1.21% of portfolio
|
Q3 2024
Added 23.72%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
9,428
shares
|
$5.03 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
9,416
shares
|
$5.03 Million
4.14% of portfolio
|
Q3 2022
Added 1.1%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
9,412
shares
|
$5.03 Million
0.72% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
9,397
shares
|
$5.02 Million
0.55% of portfolio
|
Q3 2024
Added 1.82%
|