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 |
|---|---|---|---|---|---|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,762
shares
|
$3.11 Million
0.41% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
5,748
shares
|
$3.1 Million
2.36% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
5,723
shares
|
$3.09 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$3.09 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,719
shares
|
$3.09 Million
0.29% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$3.08 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
5,702
shares
|
$3.08 Million
2.08% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,694
shares
|
$3.07 Million
0.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
5,675
shares
|
$3.06 Million
2.0% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
5,667
shares
|
$3.06 Million
0.28% of portfolio
|
Q3 2024
Added 25.77%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
5,633
shares
|
$3.04 Million
0.77% of portfolio
|
Q4 2024
Added 457.17%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
5,610
shares
|
$3.03 Million
0.56% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,603
shares
|
$3.02 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,551
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
5,545
shares
|
$2.99 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
5,533
shares
|
$2.99 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,531
shares
|
$2.99 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
5,531
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
5,507
shares
|
$2.97 Million
1.9% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
5,505
shares
|
$2.97 Million
1.07% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
5,503
shares
|
$2.97 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,499
shares
|
$2.97 Million
0.62% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
5,481
shares
|
$2.96 Million
1.37% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$2.96 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
5,475
shares
|
$2.96 Million
1.96% of portfolio
|
Q4 2024
Added 1.65%
|