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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
2,142
shares
|
$1.16 Million
0.33% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
2,139
shares
|
$1.15 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,139
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 14.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,130
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
2,129
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,128
shares
|
$1.15 Million
0.47% of portfolio
|
Q3 2024
Added 47.57%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
2,122
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
2,122
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,119
shares
|
$1.14 Million
0.18% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
2,119
shares
|
$1.14 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,117
shares
|
$1.14 Million
0.47% of portfolio
|
Q2 2024
Reduced 45.37%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2,116
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,114
shares
|
$1.14 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
2,114
shares
|
$1.14 Million
0.87% of portfolio
|
Q4 2024
Added 44.6%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
2,111
shares
|
$1.14 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
2,110
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
2,110
shares
|
$1.14 Million
0.8% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,101
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
2,100
shares
|
$1.13 Million
0.8% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,094
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
2,091
shares
|
$1.13 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
2,091
shares
|
$1.13 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,086
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2024
Added 20.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,083
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,082
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.25%
|