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 3,868 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,145
shares
|
$603,449
0.04% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,144
shares
|
$602,922
0.03% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,141
shares
|
$601,341
0.19% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,140
shares
|
$600,814
0.02% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
1,140
shares
|
$600,814
0.1% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,138
shares
|
$599,760
0.27% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,138
shares
|
$599,760
1.03% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,138
shares
|
$599,760
0.14% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,137
shares
|
$599,233
0.21% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$598,179
0.2% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,132
shares
|
$596,597
0.18% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,131
shares
|
$596,070
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
1,131
shares
|
$596,070
0.28% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
1,131
shares
|
$596,070
0.31% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,131
shares
|
$596,070
0.08% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
1,130
shares
|
$595,543
0.37% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,127
shares
|
$593,962
0.1% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,126
shares
|
$593,435
0.14% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,126
shares
|
$593,435
0.21% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$590,800
0.53% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,119
shares
|
$589,746
0.43% of portfolio
|
Q3 2024
Added 7.39%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
1,119
shares
|
$589,746
0.16% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,119
shares
|
$589,746
0.31% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,116
shares
|
$588,165
0.39% of portfolio
|
Q4 2024
Added 28.13%
|
|
|
Oak Thistle LLC
|
Jan 13, 2025 Q4 2024 |
1,113
shares
|
$586,584
0.17% of portfolio
|
Q4 2024
New holding
|