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 |
|---|---|---|---|---|---|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
3,591
shares
|
$1.94 Million
0.71% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
3,587
shares
|
$1.94 Million
1.05% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,576
shares
|
$1.93 Million
0.55% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
3,574
shares
|
$1.93 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
3,563
shares
|
$1.92 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
3,561
shares
|
$1.92 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
3,559
shares
|
$1.92 Million
0.4% of portfolio
|
Q1 2024
Added 9.85%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,559
shares
|
$1.92 Million
0.5% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
3,551
shares
|
$1.92 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,548
shares
|
$1.92 Million
0.42% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
3,542
shares
|
$1.91 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$1.91 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,518
shares
|
$1.9 Million
0.25% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
3,518
shares
|
$1.9 Million
1.16% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,516
shares
|
$1.9 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,514
shares
|
$1.9 Million
1.29% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$1.89 Million
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.39%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$1.89 Million
1.21% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,482
shares
|
$1.88 Million
0.92% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,474
shares
|
$1.88 Million
0.22% of portfolio
|
Q3 2024
Added 263.77%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,470
shares
|
$1.87 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,467
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,459
shares
|
$1.87 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|