Institutional Ownership United Therapeutics Corp (UTHR)
This table provides information about the institutional ownership of United Therapeutics Corp (UTHR). We have compiled data on the 742 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
10
shares
|
$3,013
0.0% of portfolio
|
Q2 2024
Added 66.67%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
10
shares
|
$3,013
0.0% of portfolio
|
Q2 2025
Reduced 99.24%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
9
shares
|
$2,712
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
9
shares
|
$2,712
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9
shares
|
$2,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$2,712
0.0% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
8
shares
|
$2,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
8
shares
|
$2,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
8
shares
|
$2,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
7
shares
|
$2,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
7
shares
|
$2,109
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
6
shares
|
$1,808
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
6
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6
shares
|
$1,808
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
5
shares
|
$1,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
5
shares
|
$1,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5
shares
|
$1,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
5
shares
|
$1,506
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
4
shares
|
$1,205
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4
shares
|
$1,205
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
3
shares
|
$904
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3
shares
|
$904
0.0% of portfolio
|
Q4 2024
New holding
|