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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,212
shares
|
$646,444
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,211
shares
|
$645,911
0.25% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
1,211
shares
|
$645,911
0.06% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$645,377
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,209
shares
|
$644,844
0.26% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,208
shares
|
$644,310
0.08% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$643,777
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$643,777
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,206
shares
|
$643,244
0.05% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
1,205
shares
|
$642,710
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
1,205
shares
|
$642,710
0.43% of portfolio
|
Q4 2024
Reduced 48.13%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,202
shares
|
$641,110
0.02% of portfolio
|
Q3 2024
Reduced 96.11%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
1,197
shares
|
$638,443
0.03% of portfolio
|
Q4 2024
Reduced 83.24%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$637,910
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,195
shares
|
$637,377
0.41% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$635,777
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,185
shares
|
$632,043
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
1,183
shares
|
$630,976
0.21% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
1,180
shares
|
$629,376
0.25% of portfolio
|
Q4 2024
Reduced 90.08%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
1,180
shares
|
$629,376
0.52% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
1,178
shares
|
$628,309
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$628,309
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
1,174
shares
|
$626,176
0.04% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
1,172
shares
|
$625,109
0.07% of portfolio
|
Q4 2024
Added 16.62%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$623,509
0.94% of portfolio
|
Q3 2023
Added 30.47%
|