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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,573
shares
|
$857,992
0.46% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
1,570
shares
|
$856,356
0.23% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,569
shares
|
$855,811
0.07% of portfolio
|
Q4 2024
Reduced 59.95%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,569
shares
|
$855,811
0.28% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
1,566
shares
|
$854,174
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
1,564
shares
|
$853,083
0.11% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,562
shares
|
$851,992
0.04% of portfolio
|
Q3 2024
Reduced 72.3%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,561
shares
|
$851,447
0.24% of portfolio
|
Q3 2024
Reduced 55.57%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,560
shares
|
$850,902
0.09% of portfolio
|
Q4 2024
Reduced 39.56%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,559
shares
|
$850,356
0.39% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
1,552
shares
|
$846,538
1.41% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,547
shares
|
$843,811
0.34% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
1,546
shares
|
$843,265
0.15% of portfolio
|
Q4 2024
Reduced 13.63%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$839,993
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
1,537
shares
|
$838,356
0.21% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
1,537
shares
|
$838,356
0.33% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,537
shares
|
$838,356
0.07% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,536
shares
|
$837,811
0.51% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
1,536
shares
|
$837,811
0.03% of portfolio
|
Q3 2024
Added 410.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,533
shares
|
$836,174
0.6% of portfolio
|
Q4 2024
Added 62.74%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
1,530
shares
|
$834,538
0.09% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,527
shares
|
$832,902
0.15% of portfolio
|
N/A
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
1,525
shares
|
$831,811
0.16% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,525
shares
|
$831,811
0.28% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,522
shares
|
$830,174
0.16% of portfolio
|
Q1 2024
Reduced 1.55%
|