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 |
|---|---|---|---|---|---|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
8,452
shares
|
$4.49 Million
0.3% of portfolio
|
Q4 2024
Added 41.6%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$4.48 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
8,419
shares
|
$4.47 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8,390
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Reduced 40.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,377
shares
|
$4.45 Million
0.4% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
8,357
shares
|
$4.44 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,345
shares
|
$4.43 Million
0.64% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
8,344
shares
|
$4.43 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$4.42 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
8,307
shares
|
$4.41 Million
1.47% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
8,297
shares
|
$4.41 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
8,259
shares
|
$4.39 Million
0.41% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
8,249
shares
|
$4.38 Million
0.1% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,248
shares
|
$4.38 Million
0.46% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
8,244
shares
|
$4.38 Million
1.66% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,229
shares
|
$4.37 Million
0.21% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,222
shares
|
$4.37 Million
0.84% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
8,217
shares
|
$4.36 Million
2.22% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
8,201
shares
|
$4.36 Million
4.54% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$4.34 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
8,177
shares
|
$4.34 Million
0.6% of portfolio
|
Q4 2024
Added 464.71%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
8,160
shares
|
$4.33 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,151
shares
|
$4.33 Million
1.03% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,110
shares
|
$4.31 Million
0.46% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,091
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.42%
|