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 |
|---|---|---|---|---|---|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
8,091
shares
|
$4.3 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
8,084
shares
|
$4.29 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
8,073
shares
|
$4.29 Million
0.5% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
8,067
shares
|
$4.29 Million
1.09% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
8,058
shares
|
$4.28 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
8,055
shares
|
$4.28 Million
1.69% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
8,016
shares
|
$4.26 Million
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
8,010
shares
|
$4.25 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
8,002
shares
|
$4.25 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
7,991
shares
|
$4.24 Million
0.23% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
7,963
shares
|
$4.23 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$4.23 Million
0.84% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
7,946
shares
|
$4.22 Million
1.38% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
7,925
shares
|
$4.21 Million
0.05% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,922
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
7,916
shares
|
$4.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$4.19 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Vanderbilt University
Nashville, TN |
Jan 27, 2025 Q4 2024 |
7,867
shares
|
$4.18 Million
0.78% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
7,855
shares
|
$4.17 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
7,850
shares
|
$4.17 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
7,823
shares
|
$4.16 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
7,822
shares
|
$4.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 82.86%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,789
shares
|
$4.14 Million
1.78% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,788
shares
|
$4.14 Million
0.57% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
7,772
shares
|
$4.13 Million
1.03% of portfolio
|
Q4 2024
Reduced 21.6%
|