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 3,879 institutions that hold shares in the stock, with a total of 776 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
1,515
shares
|
$808,055
0.7% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,514
shares
|
$807,522
0.47% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,512
shares
|
$806,455
0.35% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
1,504
shares
|
$802,188
0.15% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,502
shares
|
$801,121
0.51% of portfolio
|
Q1 2024
Added 11.09%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
1,500
shares
|
$800,055
0.34% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
1,500
shares
|
$800,055
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,497
shares
|
$798,454
0.31% of portfolio
|
Q4 2023
Added 25.06%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$797,921
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
1,492
shares
|
$795,788
0.16% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,489
shares
|
$794,187
0.38% of portfolio
|
Q4 2024
Reduced 15.64%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$793,654
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,485
shares
|
$792,054
0.1% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,485
shares
|
$792,054
0.14% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,484
shares
|
$791,521
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
1,480
shares
|
$789,387
0.27% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,479
shares
|
$788,854
0.54% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
1,477
shares
|
$787,787
0.12% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,477
shares
|
$787,787
0.58% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,470
shares
|
$784,053
0.57% of portfolio
|
Q2 2023
Added 5.45%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
1,469
shares
|
$783,520
0.67% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
1,465
shares
|
$781,387
0.36% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,463
shares
|
$780,320
0.54% of portfolio
|
Q4 2023
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
1,460
shares
|
$778,720
0.12% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
1,459
shares
|
$778,186
0.29% of portfolio
|
Q4 2024
Reduced 2.47%
|