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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
3,238
shares
|
$1.75 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
3,236
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,228
shares
|
$1.74 Million
1.36% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
3,227
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,223
shares
|
$1.74 Million
0.18% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
3,223
shares
|
$1.74 Million
1.51% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
3,219
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,210
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
3,209
shares
|
$1.73 Million
0.89% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
3,207
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$1.73 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
3,186
shares
|
$1.72 Million
0.35% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,180
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2023
Added 0.86%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,176
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,175
shares
|
$1.71 Million
0.78% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
3,173
shares
|
$1.71 Million
1.77% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,164
shares
|
$1.71 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,134
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,131
shares
|
$1.69 Million
0.76% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,125
shares
|
$1.69 Million
0.54% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,121
shares
|
$1.68 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
3,120
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2024
Added 51.31%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
3,112
shares
|
$1.68 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
3,105
shares
|
$1.68 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.48%
|