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 |
|---|---|---|---|---|---|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
3,451
shares
|
$1.86 Million
1.6% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,450
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,437
shares
|
$1.86 Million
0.78% of portfolio
|
Q4 2024
Added 49.37%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,432
shares
|
$1.85 Million
0.26% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,428
shares
|
$1.85 Million
0.9% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,425
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2024
Reduced 30.16%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,422
shares
|
$1.85 Million
0.27% of portfolio
|
Q2 2023
Added 0.65%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
3,419
shares
|
$1.85 Million
1.63% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
3,417
shares
|
$1.84 Million
0.79% of portfolio
|
Q3 2024
Added 31.73%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
3,409
shares
|
$1.84 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
3,406
shares
|
$1.84 Million
0.64% of portfolio
|
Q4 2024
Reduced 70.98%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
3,400
shares
|
$1.84 Million
0.15% of portfolio
|
Q3 2022
Reduced 18.56%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
3,398
shares
|
$1.83 Million
0.33% of portfolio
|
Q3 2024
Added 39.55%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
3,394
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
3,386
shares
|
$1.83 Million
0.62% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,382
shares
|
$1.83 Million
0.37% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
3,377
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Reduced 59.22%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,373
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.37%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,366
shares
|
$1.82 Million
0.66% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,364
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,359
shares
|
$1.81 Million
0.33% of portfolio
|
Q4 2024
Added 405.11%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,352
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,349
shares
|
$1.81 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,346
shares
|
$1.81 Million
1.4% of portfolio
|
Q3 2024
Added 2.04%
|