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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
1,950
shares
|
$1.06 Million
0.2% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,943
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,942
shares
|
$1.06 Million
0.25% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
1,939
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,938
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,933
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$1.05 Million
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,927
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
1,926
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2024
Reduced 50.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
1,912
shares
|
$1.04 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$1.04 Million
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$1.04 Million
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,900
shares
|
$1.04 Million
0.63% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
1,900
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,899
shares
|
$1.04 Million
0.74% of portfolio
|
Q3 2024
Added 53.27%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
1,897
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 89.05%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,894
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
1,885
shares
|
$1.03 Million
0.57% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,880
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
1,877
shares
|
$1.02 Million
1.2% of portfolio
|
Q2 2024
Added 17.17%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,877
shares
|
$1.02 Million
0.73% of portfolio
|
Q3 2024
Added 8.75%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
1,876
shares
|
$1.02 Million
0.74% of portfolio
|
Q2 2024
Reduced 77.93%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,875
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
1,873
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,869
shares
|
$1.02 Million
0.31% of portfolio
|
Q3 2024
Added 7.35%
|