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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
1,004
shares
|
$529,138
0.1% of portfolio
|
Q4 2024
Added 26.29%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,003
shares
|
$528,611
0.17% of portfolio
|
Q4 2024
Added 16.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,003
shares
|
$528,611
0.21% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,002
shares
|
$528,084
0.16% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
997
shares
|
$525,448
0.19% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
997
shares
|
$525,448
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
994
shares
|
$523,867
0.41% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
994
shares
|
$523,867
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
993
shares
|
$523,340
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
992
shares
|
$522,813
0.21% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$522,286
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$521,232
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$520,178
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
987
shares
|
$520,178
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
986
shares
|
$519,651
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
985
shares
|
$519,124
0.14% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Palmer Knight CO
|
Jan 23, 2025 Q4 2024 |
985
shares
|
$519,124
0.23% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
982
shares
|
$517,543
0.14% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
981
shares
|
$517,016
0.15% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
980
shares
|
$516,489
0.03% of portfolio
|
Q4 2024
Added 29.12%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
980
shares
|
$516,489
0.26% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
978
shares
|
$515,435
0.71% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$513,854
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
971
shares
|
$511,746
0.04% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
966
shares
|
$509,110
0.21% of portfolio
|
Q4 2024
Reduced 15.71%
|