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 |
|---|---|---|---|---|---|
|
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
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
1,352
shares
|
$721,116
0.2% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
1,350
shares
|
$720,049
0.19% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,345
shares
|
$717,382
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,343
shares
|
$716,315
0.16% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$716,315
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
1,343
shares
|
$716,315
0.46% of portfolio
|
Q3 2024
Added 103.18%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
1,342
shares
|
$715,782
0.06% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
1,339
shares
|
$714,182
0.23% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,337
shares
|
$713,115
0.11% of portfolio
|
Q4 2024
Added 15.86%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,335
shares
|
$712,048
0.29% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$710,982
0.09% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,330
shares
|
$709,382
0.05% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$709,382
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,329
shares
|
$708,848
0.17% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,320
shares
|
$704,048
0.17% of portfolio
|
Q4 2024
Added 50.34%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
1,318
shares
|
$702,981
0.51% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,316
shares
|
$701,914
0.3% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,316
shares
|
$701,914
0.37% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,315
shares
|
$701,381
0.48% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$699,781
0.48% of portfolio
|
Q2 2024
Added 11.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
1,312
shares
|
$699,781
0.06% of portfolio
|
Q4 2024
Reduced 57.79%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,309
shares
|
$698,181
0.26% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,307
shares
|
$697,114
0.72% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,301
shares
|
$693,914
0.07% of portfolio
|
Q4 2024
Added 2.44%
|