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 3,879 institutions that hold shares in the stock, with a total of 776 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
4,133
shares
|
$2.2 Million
0.82% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,126
shares
|
$2.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,123
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2024
Added 89.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
4,122
shares
|
$2.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,122
shares
|
$2.2 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$2.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,118
shares
|
$2.2 Million
0.44% of portfolio
|
Q4 2024
Added 26.16%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
4,101
shares
|
$2.19 Million
0.51% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
4,101
shares
|
$2.19 Million
0.55% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
4,097
shares
|
$2.19 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
4,096
shares
|
$2.18 Million
1.1% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4,094
shares
|
$2.18 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,094
shares
|
$2.18 Million
0.45% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
4,092
shares
|
$2.18 Million
1.13% of portfolio
|
Q3 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
4,083
shares
|
$2.18 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
4,081
shares
|
$2.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
4,070
shares
|
$2.17 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$2.17 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,058
shares
|
$2.16 Million
0.91% of portfolio
|
Q3 2024
Added 1814.15%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
4,054
shares
|
$2.16 Million
0.74% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
4,053
shares
|
$2.16 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
4,047
shares
|
$2.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,034
shares
|
$2.15 Million
0.21% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
4,034
shares
|
$2.15 Million
0.67% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
4,032
shares
|
$2.15 Million
1.23% of portfolio
|
Q4 2024
Reduced 8.26%
|