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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,864
shares
|
$2.06 Million
0.69% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,858
shares
|
$2.06 Million
0.68% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$2.06 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,852
shares
|
$2.05 Million
1.54% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,850
shares
|
$2.05 Million
0.13% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
3,848
shares
|
$2.05 Million
0.57% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
3,848
shares
|
$2.05 Million
1.2% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,844
shares
|
$2.05 Million
0.17% of portfolio
|
Q3 2024
Added 89.55%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
3,843
shares
|
$2.05 Million
0.09% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,824
shares
|
$2.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,809
shares
|
$2.03 Million
1.28% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
3,806
shares
|
$2.03 Million
1.0% of portfolio
|
Q4 2024
Added 110.16%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$2.03 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,800
shares
|
$2.03 Million
0.15% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
3,793
shares
|
$2.02 Million
0.18% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Ahl Investment Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,792
shares
|
$2.02 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
3,786
shares
|
$2.02 Million
1.33% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
3,783
shares
|
$2.02 Million
0.51% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,769
shares
|
$2.01 Million
0.15% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,761
shares
|
$2.01 Million
1.64% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
3,748
shares
|
$2 Million
0.48% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
3,742
shares
|
$2 Million
0.91% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Decatur Capital Management, Inc.
Decatur, GA |
Nov 26, 2024 Q3 2024 |
3,739
shares
|
$1.99 Million
1.01% of portfolio
|
Q3 2024
Reduced 47.18%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,736
shares
|
$1.99 Million
0.86% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
3,734
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Reduced 99.8%
|