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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$742,451
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
1,390
shares
|
$741,384
0.13% of portfolio
|
N/A
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,388
shares
|
$740,317
0.25% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
1,383
shares
|
$737,650
0.14% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Impax Asset Management Group PLC
|
Feb 04, 2025 Q4 2024 |
1,383
shares
|
$737,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
1,381
shares
|
$736,583
0.26% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Jan 24, 2025 Q4 2024 |
1,380
shares
|
$736,050
1.59% of portfolio
|
Q4 2024
Reduced 38.99%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,376
shares
|
$733,917
0.15% of portfolio
|
Q4 2024
Added 36.1%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
1,375
shares
|
$733,383
0.12% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,373
shares
|
$732,317
0.27% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,372
shares
|
$731,783
0.48% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,371
shares
|
$731,250
0.47% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
1,371
shares
|
$731,250
0.1% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,369
shares
|
$730,183
0.12% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,367
shares
|
$729,116
0.11% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,367
shares
|
$729,116
0.07% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,365
shares
|
$728,050
0.08% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,364
shares
|
$727,516
0.12% of portfolio
|
Q2 2024
Added 9.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,360
shares
|
$725,383
0.13% of portfolio
|
Q4 2024
Added 124.79%
|
|
|
Renaissance Group LLC
Covington, KY |
Nov 12, 2024 Q3 2024 |
1,360
shares
|
$725,383
0.03% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$724,316
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,358
shares
|
$724,316
0.07% of portfolio
|
Q3 2024
Reduced 52.91%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,358
shares
|
$724,316
0.25% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Washington Capital Management Inc
|
Jan 23, 2025 Q4 2024 |
1,355
shares
|
$722,716
0.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
1,353
shares
|
$721,649
0.6% of portfolio
|
Q4 2024
New holding
|