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 4,070 institutions that hold shares in the stock, with a total of 788 Million shares, which have been reported (via 13F filing form) to have a value of $383 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,799
shares
|
$4.23 Million
0.29% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,787
shares
|
$4.23 Million
1.72% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,785
shares
|
$4.23 Million
0.47% of portfolio
|
Q4 2024
Added 295.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$4.21 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
8,751
shares
|
$4.21 Million
0.17% of portfolio
|
Q4 2024
Added 17.54%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
8,737
shares
|
$4.2 Million
2.49% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
8,731
shares
|
$4.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Alcosta Capital Management, Inc.
San Ramon, CA |
Feb 13, 2025 Q4 2024 |
8,692
shares
|
$4.18 Million
2.66% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
8,689
shares
|
$4.18 Million
0.81% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
8,670
shares
|
$4.17 Million
0.17% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$4.17 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,635
shares
|
$4.15 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
8,608
shares
|
$4.14 Million
0.38% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
8,607
shares
|
$4.14 Million
1.82% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
8,595
shares
|
$4.14 Million
0.14% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
8,551
shares
|
$4.11 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2025 Q4 2024 |
8,542
shares
|
$4.11 Million
2.87% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Feb 04, 2025 Q4 2024 |
8,539
shares
|
$4.11 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,500
shares
|
$4.09 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
8,480
shares
|
$4.08 Million
0.08% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
8,473
shares
|
$4.08 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
8,452
shares
|
$4.07 Million
0.3% of portfolio
|
Q4 2024
Added 41.6%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$4.06 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
|
$4.05 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
8,390
shares
|
$4.04 Million
0.06% of portfolio
|
Q4 2024
Reduced 40.13%
|