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 |
|---|---|---|---|---|---|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,274
shares
|
$2.31 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,269
shares
|
$2.3 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$2.3 Million
0.1% of portfolio
|
Q3 2024
Added 107.95%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,262
shares
|
$2.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
4,260
shares
|
$2.3 Million
0.92% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,259
shares
|
$2.3 Million
0.18% of portfolio
|
Q3 2023
Added 8.73%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
4,251
shares
|
$2.29 Million
0.85% of portfolio
|
Q4 2023
Added 16.47%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,250
shares
|
$2.29 Million
0.23% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
4,248
shares
|
$2.29 Million
0.19% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,243
shares
|
$2.29 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$2.28 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
4,219
shares
|
$2.28 Million
1.15% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,216
shares
|
$2.28 Million
0.76% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,210
shares
|
$2.27 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,208
shares
|
$2.27 Million
0.81% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,204
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 77.57%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,193
shares
|
$2.26 Million
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,192
shares
|
$2.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
4,181
shares
|
$2.26 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
4,169
shares
|
$2.25 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$2.25 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,147
shares
|
$2.24 Million
0.04% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
4,145
shares
|
$2.24 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$2.24 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
4,139
shares
|
$2.23 Million
0.84% of portfolio
|
Q3 2024
Reduced 67.5%
|