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 |
|---|---|---|---|---|---|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,940
shares
|
$4.77 Million
0.21% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,939
shares
|
$4.77 Million
0.7% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
8,929
shares
|
$4.77 Million
0.93% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,896
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
8,890
shares
|
$4.75 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,867
shares
|
$4.73 Million
0.36% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$4.73 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
8,826
shares
|
$4.71 Million
2.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
8,810
shares
|
$4.7 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,787
shares
|
$4.69 Million
1.72% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
8,761
shares
|
$4.68 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$4.68 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
8,737
shares
|
$4.66 Million
2.49% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
8,731
shares
|
$4.66 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
8,671
shares
|
$4.63 Million
3.03% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,670
shares
|
$4.63 Million
0.17% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$4.62 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
8,607
shares
|
$4.6 Million
1.82% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
8,579
shares
|
$4.58 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,551
shares
|
$4.57 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
8,542
shares
|
$4.56 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
8,539
shares
|
$4.56 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,535
shares
|
$4.56 Million
0.62% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,500
shares
|
$4.54 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
8,490
shares
|
$4.53 Million
1.2% of portfolio
|
Q3 2024
Reduced 29.83%
|