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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,082
shares
|
$570,246
0.02% of portfolio
|
Q3 2024
Added 45.23%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$568,665
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
1,078
shares
|
$568,138
0.23% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,077
shares
|
$567,611
0.05% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
1,077
shares
|
$567,611
0.19% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$566,557
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
1,072
shares
|
$564,976
0.13% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
1,072
shares
|
$564,976
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
1,071
shares
|
$564,449
0.12% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
1,065
shares
|
$561,286
0.13% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,065
shares
|
$561,286
0.08% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
1,058
shares
|
$557,597
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
1,054
shares
|
$555,489
0.04% of portfolio
|
Q4 2024
Added 110.8%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,054
shares
|
$555,489
0.44% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$554,962
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,053
shares
|
$554,962
0.04% of portfolio
|
N/A
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,052
shares
|
$554,435
0.29% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,051
shares
|
$553,908
0.21% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,050
shares
|
$553,381
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$552,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
1,048
shares
|
$552,327
0.04% of portfolio
|
Q3 2024
Added 69.58%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,048
shares
|
$552,327
0.15% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$551,800
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$551,800
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$551,800
0.14% of portfolio
|
Q4 2024
Added 1.36%
|