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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,070
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
Added 108.46%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,069
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
2,067
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,062
shares
|
$1.12 Million
0.37% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,061
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,060
shares
|
$1.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,060
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,059
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 30.44%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,057
shares
|
$1.12 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
2,052
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 36.89%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
2,050
shares
|
$1.12 Million
1.29% of portfolio
|
Q4 2021
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,050
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
2,044
shares
|
$1.11 Million
0.81% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2022
Added 216.1%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,037
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,036
shares
|
$1.11 Million
0.27% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
2,024
shares
|
$1.1 Million
0.52% of portfolio
|
Q2 2023
Reduced 1.32%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,022
shares
|
$1.1 Million
0.26% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,021
shares
|
$1.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
2,020
shares
|
$1.1 Million
0.36% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
2,018
shares
|
$1.1 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
2,010
shares
|
$1.1 Million
0.12% of portfolio
|
Q3 2024
Added 15.85%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,008
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.42%
|