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 |
|---|---|---|---|---|---|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,576
shares
|
$2.47 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
4,575
shares
|
$2.47 Million
0.88% of portfolio
|
Q3 2021
Added 38.64%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,571
shares
|
$2.47 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,559
shares
|
$2.46 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,521
shares
|
$2.44 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
4,504
shares
|
$2.43 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,498
shares
|
$2.43 Million
0.08% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
4,496
shares
|
$2.43 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
4,493
shares
|
$2.43 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
4,488
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,479
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
4,479
shares
|
$2.42 Million
0.43% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,468
shares
|
$2.41 Million
0.26% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,459
shares
|
$2.41 Million
0.76% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
4,456
shares
|
$2.41 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,455
shares
|
$2.4 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
4,450
shares
|
$2.4 Million
1.12% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
4,447
shares
|
$2.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 46.91%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
4,440
shares
|
$2.4 Million
0.74% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,435
shares
|
$2.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,433
shares
|
$2.39 Million
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,416
shares
|
$2.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,414
shares
|
$2.38 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,413
shares
|
$2.38 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
4,399
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.82%
|