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 3,851 institutions that hold shares in the stock, with a total of 772 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 |
|---|---|---|---|---|---|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$3.22 Million
0.66% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,961
shares
|
$3.22 Million
0.68% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
5,961
shares
|
$3.22 Million
0.34% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,951
shares
|
$3.21 Million
0.35% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
5,927
shares
|
$3.2 Million
1.23% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
5,918
shares
|
$3.19 Million
0.87% of portfolio
|
Q1 2024
Reduced 55.19%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
5,906
shares
|
$3.19 Million
0.44% of portfolio
|
Q4 2024
Added 74.17%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,893
shares
|
$3.18 Million
0.68% of portfolio
|
Q3 2023
Added 38.24%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,891
shares
|
$3.18 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
5,887
shares
|
$3.18 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
5,884
shares
|
$3.18 Million
0.84% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
5,876
shares
|
$3.17 Million
0.79% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
5,875
shares
|
$3.17 Million
2.48% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
5,870
shares
|
$3.17 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,863
shares
|
$3.16 Million
0.79% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
5,860
shares
|
$3.16 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,856
shares
|
$3.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
5,852
shares
|
$3.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
5,839
shares
|
$3.15 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$3.14 Million
0.39% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
5,819
shares
|
$3.14 Million
1.04% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
5,818
shares
|
$3.14 Million
1.16% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
5,795
shares
|
$3.13 Million
0.33% of portfolio
|
Q2 2024
Reduced 51.93%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
5,780
shares
|
$3.12 Million
1.77% of portfolio
|
Q3 2023
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,776
shares
|
$3.12 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.7%
|