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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
7,176
shares
|
$3.83 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,146
shares
|
$3.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 95.81%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$3.81 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$3.81 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,139
shares
|
$3.81 Million
0.2% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,130
shares
|
$3.8 Million
0.76% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
7,123
shares
|
$3.8 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$3.79 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$3.79 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Exor Capital LLP
London, X0 |
Feb 04, 2025 Q4 2024 |
7,110
shares
|
$3.79 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
7,105
shares
|
$3.79 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
7,088
shares
|
$3.78 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
7,088
shares
|
$3.78 Million
2.7% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
7,068
shares
|
$3.77 Million
0.46% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
7,053
shares
|
$3.76 Million
0.25% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
7,043
shares
|
$3.76 Million
0.07% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
7,038
shares
|
$3.75 Million
0.24% of portfolio
|
Q3 2024
Added 314.73%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
7,020
shares
|
$3.74 Million
1.07% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
7,011
shares
|
$3.74 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Feb 11, 2025 Q4 2024 |
7,006
shares
|
$3.74 Million
2.78% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,003
shares
|
$3.74 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.87%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
7,001
shares
|
$3.73 Million
2.84% of portfolio
|
Q4 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$3.72 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
6,969
shares
|
$3.72 Million
0.33% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
6,966
shares
|
$3.72 Million
2.34% of portfolio
|
Q3 2024
Reduced 6.42%
|