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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,524
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Added 128.42%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,518
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,514
shares
|
$1.36 Million
0.29% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,505
shares
|
$1.35 Million
0.34% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$1.35 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,503
shares
|
$1.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
2,497
shares
|
$1.35 Million
1.09% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
2,490
shares
|
$1.34 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
2,489
shares
|
$1.34 Million
0.52% of portfolio
|
Q1 2022
Reduced 16.73%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,486
shares
|
$1.34 Million
0.55% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
2,486
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
2,486
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,485
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 27.97%
|
|
|
Humankind Investments LLC
|
Nov 14, 2024 Q3 2024 |
2,482
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
2,482
shares
|
$1.34 Million
1.2% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,468
shares
|
$1.33 Million
0.7% of portfolio
|
Q4 2023
Added 33.12%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
2,466
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
2,464
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,450
shares
|
$1.32 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,449
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,443
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
2,439
shares
|
$1.32 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,438
shares
|
$1.32 Million
0.42% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,423
shares
|
$1.31 Million
0.81% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,422
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2024
Added 4.31%
|