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 |
|---|---|---|---|---|---|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,330
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$1.26 Million
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$1.25 Million
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,323
shares
|
$1.25 Million
0.25% of portfolio
|
Q4 2024
Added 27.57%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
2,320
shares
|
$1.25 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
2,317
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,316
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,315
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
2,310
shares
|
$1.25 Million
0.35% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,306
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2024
Added 78.48%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,305
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,301
shares
|
$1.24 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$1.23 Million
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,275
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,275
shares
|
$1.23 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,268
shares
|
$1.22 Million
0.26% of portfolio
|
Q4 2024
Reduced 61.24%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,268
shares
|
$1.22 Million
0.18% of portfolio
|
Q3 2024
Added 208.99%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,266
shares
|
$1.22 Million
1.23% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
2,262
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
2,262
shares
|
$1.22 Million
4.66% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,248
shares
|
$1.21 Million
0.38% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,235
shares
|
$1.21 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$1.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
2,225
shares
|
$1.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,222
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2024
New holding
|