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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,900
shares
|
$2.65 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
4,897
shares
|
$2.64 Million
1.57% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
4,895
shares
|
$2.64 Million
1.2% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,894
shares
|
$2.64 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
4,887
shares
|
$2.64 Million
0.66% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
4,872
shares
|
$2.63 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
4,870
shares
|
$2.63 Million
1.15% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
4,862
shares
|
$2.62 Million
0.26% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,857
shares
|
$2.62 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
4,853
shares
|
$2.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
4,841
shares
|
$2.61 Million
0.28% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,835
shares
|
$2.61 Million
0.17% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
4,833
shares
|
$2.61 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
4,822
shares
|
$2.6 Million
0.57% of portfolio
|
Q4 2024
Reduced 38.68%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$2.6 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,812
shares
|
$2.6 Million
0.97% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,797
shares
|
$2.59 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,789
shares
|
$2.59 Million
0.56% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,775
shares
|
$2.58 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$2.57 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,761
shares
|
$2.57 Million
0.73% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$2.56 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,733
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
4,726
shares
|
$2.55 Million
1.45% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,725
shares
|
$2.55 Million
0.57% of portfolio
|
Q3 2024
New holding
|