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 3,842 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
866
shares
|
$472,359
0.14% of portfolio
|
Q4 2024
Added 80.79%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
864
shares
|
$471,268
0.17% of portfolio
|
Q4 2024
Added 51.31%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
860
shares
|
$469,087
0.04% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
860
shares
|
$469,087
0.28% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$469,087
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
858
shares
|
$467,996
0.03% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
858
shares
|
$467,996
0.08% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
857
shares
|
$467,450
0.16% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$466,905
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
856
shares
|
$466,905
0.03% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
855
shares
|
$466,359
0.13% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
855
shares
|
$466,359
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
854
shares
|
$465,814
0.09% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
853
shares
|
$465,268
0.21% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
851
shares
|
$464,177
0.27% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
850
shares
|
$463,632
0.1% of portfolio
|
Q3 2024
Added 36.44%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
850
shares
|
$463,632
0.37% of portfolio
|
Q3 2024
Added 16.6%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
849
shares
|
$463,087
0.09% of portfolio
|
Q3 2024
Reduced 82.86%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
849
shares
|
$463,087
0.42% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
848
shares
|
$462,541
0.32% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
846
shares
|
$461,450
0.32% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
845
shares
|
$460,905
0.21% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
845
shares
|
$460,905
0.12% of portfolio
|
Q3 2024
Reduced 94.95%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
844
shares
|
$460,359
0.07% of portfolio
|
Q3 2024
Added 41.37%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
843
shares
|
$459,814
0.07% of portfolio
|
Q4 2024
New holding
|