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 3,879 institutions that hold shares in the stock, with a total of 776 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
7,548
shares
|
$4.03 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
7,547
shares
|
$4.03 Million
0.84% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,522
shares
|
$4.02 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,487
shares
|
$4 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
7,476
shares
|
$3.99 Million
2.76% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
7,470
shares
|
$3.99 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
7,462
shares
|
$3.98 Million
1.22% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,445
shares
|
$3.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 23.29%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
7,433
shares
|
$3.97 Million
1.5% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,430
shares
|
$3.97 Million
0.06% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,423
shares
|
$3.96 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
7,422
shares
|
$3.96 Million
0.5% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
7,408
shares
|
$3.96 Million
0.61% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,403
shares
|
$3.95 Million
0.61% of portfolio
|
Q4 2022
Added 23.65%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
7,343
shares
|
$3.92 Million
0.18% of portfolio
|
Q4 2024
Added 11.54%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,331
shares
|
$3.91 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
7,324
shares
|
$3.91 Million
0.28% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
7,309
shares
|
$3.9 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
7,304
shares
|
$3.9 Million
0.33% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
7,284
shares
|
$3.89 Million
0.14% of portfolio
|
Q4 2024
Added 31.96%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
7,250
shares
|
$3.87 Million
1.43% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,247
shares
|
$3.87 Million
0.19% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
7,242
shares
|
$3.87 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
7,229
shares
|
$3.86 Million
1.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
7,201
shares
|
$3.84 Million
1.2% of portfolio
|
Q4 2024
Reduced 40.55%
|