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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,111
shares
|
$585,530
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,110
shares
|
$585,003
0.24% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
1,108
shares
|
$583,949
0.22% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
1,105
shares
|
$582,368
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,103
shares
|
$581,314
0.05% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,102
shares
|
$580,787
0.12% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,101
shares
|
$580,260
0.01% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$579,733
0.03% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
1,100
shares
|
$579,733
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$579,733
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
1,099
shares
|
$579,205
0.29% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
1,095
shares
|
$577,097
0.34% of portfolio
|
Q4 2024
Reduced 28.48%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,094
shares
|
$576,570
0.45% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,093
shares
|
$576,043
0.06% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
1,092
shares
|
$575,516
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,091
shares
|
$574,989
0.26% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,091
shares
|
$574,989
0.14% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
1,089
shares
|
$573,935
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,088
shares
|
$573,408
0.05% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,087
shares
|
$572,881
0.13% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,086
shares
|
$572,354
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1,085
shares
|
$571,827
0.2% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
1,085
shares
|
$571,827
0.37% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,084
shares
|
$571,300
0.21% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$570,773
0.57% of portfolio
|
Q3 2023
Added 8.08%
|