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 |
|---|---|---|---|---|---|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,258
shares
|
$670,979
0.23% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,254
shares
|
$668,845
0.03% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$668,312
0.55% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,252
shares
|
$667,779
0.21% of portfolio
|
Q4 2024
Added 14.13%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
1,251
shares
|
$667,245
0.22% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
1,251
shares
|
$667,245
0.23% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,251
shares
|
$667,245
0.07% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,250
shares
|
$666,712
0.07% of portfolio
|
Q4 2024
Added 32.84%
|
|
|
Avory & Company, LLC
Miami, FL |
Feb 06, 2025 Q4 2024 |
1,249
shares
|
$666,179
0.35% of portfolio
|
Q1 2024
Reduced 15.67%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
1,245
shares
|
$664,045
0.1% of portfolio
|
Q4 2024
Reduced 11.83%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
1,240
shares
|
$661,378
0.03% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,239
shares
|
$660,845
0.18% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,238
shares
|
$660,312
0.36% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,237
shares
|
$659,778
0.31% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
1,236
shares
|
$659,245
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
1,233
shares
|
$657,645
0.21% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,232
shares
|
$657,111
0.4% of portfolio
|
Q2 2023
Reduced 27.61%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,232
shares
|
$657,111
0.16% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,228
shares
|
$654,978
0.16% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,223
shares
|
$652,311
0.36% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,221
shares
|
$651,244
0.16% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,220
shares
|
$650,711
0.17% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$650,178
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
1,215
shares
|
$648,044
0.09% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
1,215
shares
|
$648,044
0.49% of portfolio
|
Q3 2024
Added 0.41%
|