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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
9,380
shares
|
$5.01 Million
1.91% of portfolio
|
Q4 2024
Added 527.42%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
9,375
shares
|
$5.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
9,374
shares
|
$5 Million
0.26% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
9,350
shares
|
$4.99 Million
1.24% of portfolio
|
Q4 2024
Added 48.41%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
9,350
shares
|
$4.99 Million
0.64% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
9,344
shares
|
$4.99 Million
0.32% of portfolio
|
Q4 2022
Added 16.48%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
9,325
shares
|
$4.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
9,263
shares
|
$4.95 Million
2.68% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
9,247
shares
|
$4.94 Million
0.82% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
9,246
shares
|
$4.94 Million
1.31% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,244
shares
|
$4.94 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
9,240
shares
|
$4.93 Million
1.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
9,238
shares
|
$4.93 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,232
shares
|
$4.93 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
9,227
shares
|
$4.93 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,221
shares
|
$4.92 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,178
shares
|
$4.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
9,145
shares
|
$4.88 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$4.88 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
9,115
shares
|
$4.87 Million
0.52% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
9,102
shares
|
$4.86 Million
1.47% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
9,061
shares
|
$4.84 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
8,995
shares
|
$4.8 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
8,978
shares
|
$4.79 Million
1.34% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
8,945
shares
|
$4.78 Million
1.23% of portfolio
|
Q3 2024
Added 1.82%
|