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 |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,040
shares
|
$548,111
0.02% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$547,057
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,037
shares
|
$546,530
0.33% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,035
shares
|
$545,476
0.26% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,035
shares
|
$545,476
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,033
shares
|
$544,421
0.18% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
1,032
shares
|
$543,894
0.12% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,032
shares
|
$543,894
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,031
shares
|
$543,367
0.02% of portfolio
|
Q3 2024
Reduced 64.75%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
1,030
shares
|
$542,840
0.13% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,029
shares
|
$542,313
0.26% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,029
shares
|
$542,313
0.15% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
1,026
shares
|
$540,732
0.31% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
1,024
shares
|
$539,678
0.31% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$539,678
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,024
shares
|
$539,678
0.12% of portfolio
|
Q3 2024
Reduced 51.33%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
1,018
shares
|
$536,516
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,017
shares
|
$535,989
0.17% of portfolio
|
Q3 2024
Reduced 37.03%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,015
shares
|
$534,935
0.14% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
1,012
shares
|
$533,354
0.36% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,011
shares
|
$532,827
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
1,009
shares
|
$531,773
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,008
shares
|
$531,246
0.28% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
1,007
shares
|
$530,719
0.11% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$529,665
0.07% of portfolio
|
Q2 2024
Added 5.24%
|