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 |
|---|---|---|---|---|---|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,992
shares
|
$1.62 Million
0.79% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,989
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,984
shares
|
$1.61 Million
0.31% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,983
shares
|
$1.61 Million
0.72% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,981
shares
|
$1.61 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,980
shares
|
$1.61 Million
0.23% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$1.61 Million
0.43% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,971
shares
|
$1.6 Million
0.04% of portfolio
|
Q4 2024
Added 77.37%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
2,969
shares
|
$1.6 Million
0.75% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
2,968
shares
|
$1.6 Million
0.86% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,963
shares
|
$1.6 Million
0.42% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
2,960
shares
|
$1.6 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$1.6 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
2,946
shares
|
$1.59 Million
1.94% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
2,945
shares
|
$1.59 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,939
shares
|
$1.59 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,939
shares
|
$1.59 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,930
shares
|
$1.58 Million
0.74% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$1.58 Million
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$1.58 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,921
shares
|
$1.58 Million
0.2% of portfolio
|
Q4 2024
Added 176.87%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
2,907
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,904
shares
|
$1.57 Million
0.13% of portfolio
|
Q4 2024
Added 15.38%
|