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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,867
shares
|
$1.02 Million
0.32% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,863
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,863
shares
|
$1.02 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,862
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,857
shares
|
$1.01 Million
0.6% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
1,855
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Nov 12, 2024 Q3 2024 |
1,854
shares
|
$1.01 Million
0.81% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
1,849
shares
|
$1.01 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,848
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 84.88%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,845
shares
|
$1.01 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,843
shares
|
$1.01 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
1,839
shares
|
$1 Million
0.59% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$1 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,834
shares
|
$1 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,834
shares
|
$1 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
1,834
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
1,830
shares
|
$998,173
0.79% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,829
shares
|
$997,628
0.0% of portfolio
|
Q4 2023
Added 23.66%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,822
shares
|
$993,809
0.5% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,822
shares
|
$993,809
0.12% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,820
shares
|
$992,719
0.59% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
1,820
shares
|
$992,719
0.6% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,818
shares
|
$991,628
0.17% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
1,813
shares
|
$988,900
0.55% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
1,804
shares
|
$983,991
0.15% of portfolio
|
Q4 2024
Added 1.29%
|