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 |
|---|---|---|---|---|---|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
812
shares
|
$427,948
0.03% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
811
shares
|
$427,421
0.02% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
809
shares
|
$426,367
0.12% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
809
shares
|
$426,367
0.09% of portfolio
|
Q4 2024
Reduced 83.96%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
809
shares
|
$426,367
0.36% of portfolio
|
Q4 2024
Added 65.78%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
808
shares
|
$425,840
0.21% of portfolio
|
Q4 2024
Reduced 38.65%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
808
shares
|
$425,840
0.19% of portfolio
|
Q4 2024
Reduced 24.27%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
807
shares
|
$425,313
0.28% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
807
shares
|
$425,313
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
804
shares
|
$423,732
0.04% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$423,205
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
801
shares
|
$422,151
0.03% of portfolio
|
Q4 2024
Reduced 77.11%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
801
shares
|
$422,151
0.14% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
797
shares
|
$420,042
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
796
shares
|
$419,515
0.1% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
795
shares
|
$418,988
0.04% of portfolio
|
Q3 2024
Reduced 80.22%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
795
shares
|
$418,988
0.27% of portfolio
|
Q4 2024
Reduced 31.76%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
793
shares
|
$417,934
0.05% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
793
shares
|
$417,934
0.43% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
792
shares
|
$417,407
0.24% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
790
shares
|
$416,353
0.02% of portfolio
|
Q3 2024
Reduced 15.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$416,353
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
787
shares
|
$414,772
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
785
shares
|
$413,718
0.03% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$413,718
0.35% of portfolio
|
Q1 2023
Added 1.55%
|