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 |
|---|---|---|---|---|---|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,704
shares
|
$2 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
3,701
shares
|
$2 Million
0.22% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
3,701
shares
|
$2 Million
0.43% of portfolio
|
Q4 2024
Reduced 50.13%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,686
shares
|
$1.99 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,682
shares
|
$1.99 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
3,676
shares
|
$1.98 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,674
shares
|
$1.98 Million
0.04% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,673
shares
|
$1.98 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$1.98 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
3,665
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 27.05%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
3,663
shares
|
$1.98 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,643
shares
|
$1.97 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$1.97 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
3,634
shares
|
$1.96 Million
0.32% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,629
shares
|
$1.96 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
3,627
shares
|
$1.96 Million
0.87% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$1.96 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,618
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,617
shares
|
$1.95 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,611
shares
|
$1.95 Million
0.76% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,608
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 65.53%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
3,607
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,603
shares
|
$1.94 Million
0.12% of portfolio
|
Q3 2024
Added 17.21%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,603
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.1%
|