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 |
|---|---|---|---|---|---|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
841
shares
|
$458,723
0.25% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
840
shares
|
$458,178
0.29% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$458,178
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
839
shares
|
$457,632
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
838
shares
|
$457,087
0.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
837
shares
|
$456,541
0.34% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
836
shares
|
$455,996
0.05% of portfolio
|
Q3 2024
Reduced 72.94%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
835
shares
|
$455,450
0.28% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
834
shares
|
$454,905
0.25% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
834
shares
|
$454,905
0.14% of portfolio
|
Q4 2024
Reduced 11.65%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
834
shares
|
$454,905
0.26% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
833
shares
|
$454,359
0.32% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
833
shares
|
$454,359
0.05% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
833
shares
|
$454,359
0.4% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
832
shares
|
$453,814
0.1% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
831
shares
|
$453,268
0.18% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
831
shares
|
$453,268
0.21% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
831
shares
|
$453,268
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
829
shares
|
$452,178
0.16% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
829
shares
|
$452,178
0.16% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
827
shares
|
$451,087
0.25% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
827
shares
|
$451,087
0.29% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
826
shares
|
$450,541
0.17% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
826
shares
|
$450,541
0.12% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
825
shares
|
$449,996
0.14% of portfolio
|
Q4 2024
Reduced 49.04%
|