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 |
|---|---|---|---|---|---|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
1,803
shares
|
$983,446
0.5% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
1,799
shares
|
$981,264
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,798
shares
|
$980,719
0.16% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
1,798
shares
|
$980,719
0.3% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
1,795
shares
|
$979,082
0.61% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,791
shares
|
$976,900
0.18% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,788
shares
|
$975,264
0.25% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
1,787
shares
|
$974,719
0.19% of portfolio
|
Q3 2023
Reduced 10.2%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$974,173
0.34% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
1,784
shares
|
$973,082
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,783
shares
|
$972,537
0.13% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,779
shares
|
$970,355
0.44% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
1,777
shares
|
$969,264
0.26% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
1,777
shares
|
$969,264
0.53% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
1,772
shares
|
$966,537
0.54% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,770
shares
|
$965,446
0.07% of portfolio
|
Q4 2024
Reduced 23.44%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
1,766
shares
|
$963,264
1.12% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,763
shares
|
$961,628
0.41% of portfolio
|
Q3 2024
Added 37.2%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,762
shares
|
$961,082
0.15% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,760
shares
|
$959,992
0.66% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,760
shares
|
$959,992
0.21% of portfolio
|
Q4 2024
Added 54.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
1,760
shares
|
$959,992
0.38% of portfolio
|
Q4 2024
Added 191.87%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
1,755
shares
|
$957,264
0.59% of portfolio
|
Q4 2024
Reduced 52.67%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,751
shares
|
$955,082
0.26% of portfolio
|
Q4 2024
Reduced 43.3%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
1,750
shares
|
$954,537
0.66% of portfolio
|
Q3 2024
Reduced 6.72%
|