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 |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,019
shares
|
$2.17 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,019
shares
|
$2.17 Million
1.72% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
4,004
shares
|
$2.16 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$2.16 Million
0.33% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$2.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 81.82%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
3,978
shares
|
$2.15 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,975
shares
|
$2.15 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
3,970
shares
|
$2.14 Million
0.72% of portfolio
|
Q4 2024
Added 80.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,969
shares
|
$2.14 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
3,936
shares
|
$2.12 Million
1.04% of portfolio
|
Q4 2024
Added 28.0%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,929
shares
|
$2.12 Million
0.65% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
3,927
shares
|
$2.12 Million
2.55% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
3,920
shares
|
$2.12 Million
0.51% of portfolio
|
Q4 2024
Reduced 34.45%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
3,918
shares
|
$2.11 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
3,905
shares
|
$2.11 Million
1.44% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,903
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
3,899
shares
|
$2.1 Million
0.74% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,892
shares
|
$2.1 Million
0.45% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
3,891
shares
|
$2.1 Million
0.67% of portfolio
|
Q4 2024
Added 26.7%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$2.1 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
3,872
shares
|
$2.09 Million
0.93% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,869
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.52%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,864
shares
|
$2.09 Million
0.69% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,858
shares
|
$2.08 Million
0.68% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$2.08 Million
0.81% of portfolio
|
Q3 2024
New holding
|