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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
2,728
shares
|
$1.47 Million
0.67% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
2,728
shares
|
$1.47 Million
1.14% of portfolio
|
Q2 2024
Added 17.28%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
2,726
shares
|
$1.47 Million
0.92% of portfolio
|
Q4 2024
Added 64.32%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,725
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
2,721
shares
|
$1.47 Million
0.54% of portfolio
|
Q4 2024
Added 5.71%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,719
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Added 12.82%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,716
shares
|
$1.47 Million
2.89% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
2,711
shares
|
$1.46 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
2,708
shares
|
$1.46 Million
0.27% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$1.46 Million
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,703
shares
|
$1.46 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$1.46 Million
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
2,700
shares
|
$1.46 Million
0.7% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$1.45 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
2,690
shares
|
$1.45 Million
0.98% of portfolio
|
Q1 2023
Reduced 56.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$1.45 Million
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,684
shares
|
$1.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$1.45 Million
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
2,680
shares
|
$1.45 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,679
shares
|
$1.45 Million
1.08% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
2,678
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2023
Added 3.6%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,661
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,647
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
2,644
shares
|
$1.43 Million
0.05% of portfolio
|
Q4 2024
Added 7.44%
|