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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,100
shares
|
$1.67 Million
0.65% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,090
shares
|
$1.67 Million
0.34% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
3,090
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2023
Added 137.69%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
3,090
shares
|
$1.67 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,083
shares
|
$1.66 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
3,080
shares
|
$1.66 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
3,070
shares
|
$1.66 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,068
shares
|
$1.66 Million
0.4% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,064
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,058
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2024
Added 377.07%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
3,056
shares
|
$1.65 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
3,049
shares
|
$1.65 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,043
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,026
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,025
shares
|
$1.63 Million
0.44% of portfolio
|
Q3 2024
Added 43.64%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$1.63 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
3,020
shares
|
$1.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
3,020
shares
|
$1.63 Million
0.17% of portfolio
|
Q3 2024
Reduced 65.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
3,018
shares
|
$1.63 Million
0.47% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,017
shares
|
$1.63 Million
0.73% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
3,015
shares
|
$1.63 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,015
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,011
shares
|
$1.63 Million
0.51% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$1.62 Million
0.46% of portfolio
|
Q1 2019
Added 200.0%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,993
shares
|
$1.62 Million
0.21% of portfolio
|
Q3 2024
Reduced 27.76%
|