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 |
|---|---|---|---|---|---|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,005
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
2,002
shares
|
$1.09 Million
0.84% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
2,001
shares
|
$1.09 Million
0.47% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$1.09 Million
0.65% of portfolio
|
Q4 2023
Reduced 8.17%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
2,000
shares
|
$1.09 Million
1.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$1.09 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,997
shares
|
$1.09 Million
0.4% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,992
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
1,990
shares
|
$1.09 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,989
shares
|
$1.08 Million
0.46% of portfolio
|
Q1 2024
Added 12.88%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,988
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,982
shares
|
$1.08 Million
0.11% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,982
shares
|
$1.08 Million
0.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,980
shares
|
$1.08 Million
0.82% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Profit Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,974
shares
|
$1.08 Million
0.79% of portfolio
|
Q4 2023
Added 10.28%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,974
shares
|
$1.08 Million
0.51% of portfolio
|
Q2 2022
Added 30.82%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,973
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
1,969
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2024
Added 31.18%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,966
shares
|
$1.07 Million
0.27% of portfolio
|
Q3 2024
Added 62.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,965
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,965
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,960
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,959
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,959
shares
|
$1.07 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
1,951
shares
|
$1.06 Million
0.64% of portfolio
|
Q4 2024
New holding
|