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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$2.55 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,719
shares
|
$2.55 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,718
shares
|
$2.55 Million
0.7% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,716
shares
|
$2.55 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,697
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
4,688
shares
|
$2.53 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
4,684
shares
|
$2.53 Million
0.38% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,683
shares
|
$2.53 Million
0.5% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
4,676
shares
|
$2.52 Million
0.39% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
4,667
shares
|
$2.52 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,666
shares
|
$2.52 Million
0.4% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,661
shares
|
$2.52 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,659
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4,659
shares
|
$2.51 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,657
shares
|
$2.51 Million
0.79% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,635
shares
|
$2.5 Million
0.07% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4,632
shares
|
$2.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Paralel Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,615
shares
|
$2.49 Million
0.12% of portfolio
|
Q2 2024
Added 14.04%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
4,614
shares
|
$2.49 Million
1.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
4,613
shares
|
$2.49 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,596
shares
|
$2.48 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
4,592
shares
|
$2.48 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,589
shares
|
$2.48 Million
0.42% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
4,582
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2024
Reduced 28.61%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,580
shares
|
$2.47 Million
0.21% of portfolio
|
Q1 2024
Added 563.32%
|