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 |
|---|---|---|---|---|---|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,397
shares
|
$2.37 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,396
shares
|
$2.37 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,386
shares
|
$2.37 Million
0.14% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$2.36 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
4,377
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$2.36 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,370
shares
|
$2.36 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
4,370
shares
|
$2.36 Million
0.26% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
4,356
shares
|
$2.35 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,352
shares
|
$2.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
4,351
shares
|
$2.35 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
4,345
shares
|
$2.35 Million
0.72% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,344
shares
|
$2.34 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,343
shares
|
$2.34 Million
0.23% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,341
shares
|
$2.34 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,327
shares
|
$2.34 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
4,322
shares
|
$2.33 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,319
shares
|
$2.33 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
4,315
shares
|
$2.33 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
4,302
shares
|
$2.32 Million
1.25% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
4,297
shares
|
$2.32 Million
0.28% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,292
shares
|
$2.32 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,292
shares
|
$2.32 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
4,285
shares
|
$2.31 Million
0.61% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
4,278
shares
|
$2.31 Million
1.19% of portfolio
|
Q3 2024
Added 24.61%
|