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 |
|---|---|---|---|---|---|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
2,641
shares
|
$1.43 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$1.42 Million
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,630
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2023
Added 8.0%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
2,616
shares
|
$1.41 Million
0.58% of portfolio
|
Q4 2024
Added 426.36%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,608
shares
|
$1.41 Million
0.61% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
2,608
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
2,603
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$1.4 Million
0.7% of portfolio
|
Q3 2023
Added 8.33%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
2,595
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Jan 31, 2025 Q4 2024 |
2,594
shares
|
$1.4 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,584
shares
|
$1.39 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,578
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,577
shares
|
$1.39 Million
0.63% of portfolio
|
Q3 2023
Reduced 0.62%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,576
shares
|
$1.39 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,574
shares
|
$1.39 Million
0.38% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,571
shares
|
$1.39 Million
0.27% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,562
shares
|
$1.38 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,561
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 45.92%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
2,557
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,544
shares
|
$1.37 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
2,541
shares
|
$1.37 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
2,532
shares
|
$1.37 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,529
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
2,527
shares
|
$1.36 Million
0.38% of portfolio
|
Q4 2024
Added 0.84%
|