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 |
|---|---|---|---|---|---|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$1.3 Million
0.6% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,410
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,410
shares
|
$1.3 Million
0.61% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,410
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
2,407
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,406
shares
|
$1.3 Million
1.57% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
2,405
shares
|
$1.3 Million
0.14% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,405
shares
|
$1.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,404
shares
|
$1.3 Million
0.86% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
2,393
shares
|
$1.29 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
2,385
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,384
shares
|
$1.29 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
2,382
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
2,380
shares
|
$1.28 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
2,375
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
2,368
shares
|
$1.28 Million
0.2% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,367
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
2,360
shares
|
$1.27 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
2,358
shares
|
$1.27 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
2,358
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
2,347
shares
|
$1.27 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$1.26 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.4%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
2,337
shares
|
$1.26 Million
0.36% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
2,333
shares
|
$1.26 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.13%
|