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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,687
shares
|
$920,174
0.06% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$918,537
0.17% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$916,356
0.13% of portfolio
|
Q3 2024
Reduced 79.62%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,680
shares
|
$916,356
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
1,679
shares
|
$915,810
0.13% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,677
shares
|
$914,719
0.59% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,675
shares
|
$913,628
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$913,083
0.33% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,673
shares
|
$912,537
0.34% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,672
shares
|
$911,992
0.11% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,671
shares
|
$911,446
0.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,662
shares
|
$906,537
0.24% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
1,662
shares
|
$906,537
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,661
shares
|
$905,992
0.38% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,660
shares
|
$905,447
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$904,901
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
1,658
shares
|
$904,356
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,655
shares
|
$902,719
0.25% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,654
shares
|
$902,174
0.01% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
1,652
shares
|
$901,083
0.36% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
1,650
shares
|
$899,992
0.74% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,650
shares
|
$899,992
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,648
shares
|
$898,901
0.21% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,647
shares
|
$898,356
0.13% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
1,645
shares
|
$897,265
0.27% of portfolio
|
Q4 2024
Reduced 4.75%
|