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 3,842 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,220
shares
|
$1.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,218
shares
|
$1.2 Million
0.41% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,207
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,205
shares
|
$1.19 Million
0.38% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
2,201
shares
|
$1.19 Million
0.89% of portfolio
|
Q3 2024
Reduced 12.17%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
2,201
shares
|
$1.19 Million
0.51% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$1.19 Million
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$1.18 Million
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
2,192
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,190
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,189
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$1.18 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,186
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
2,184
shares
|
$1.18 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,180
shares
|
$1.18 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,165
shares
|
$1.17 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
2,155
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2024
Added 25.58%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,155
shares
|
$1.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 52.26%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
2,154
shares
|
$1.16 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,151
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
2,150
shares
|
$1.16 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,144
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.38%
|