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 |
|---|---|---|---|---|---|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
783
shares
|
$412,664
0.22% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
781
shares
|
$411,610
0.02% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$411,083
0.08% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
779
shares
|
$410,556
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
775
shares
|
$408,448
0.03% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
774
shares
|
$407,921
0.02% of portfolio
|
Q2 2024
Reduced 95.68%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
771
shares
|
$406,340
0.03% of portfolio
|
Q4 2024
Added 14.73%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$406,340
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
771
shares
|
$406,340
0.31% of portfolio
|
Q4 2024
Reduced 25.29%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$405,813
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
770
shares
|
$405,813
0.13% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
769
shares
|
$405,286
0.14% of portfolio
|
Q4 2024
Reduced 24.53%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
769
shares
|
$405,286
0.19% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
766
shares
|
$403,704
0.14% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
764
shares
|
$402,650
0.08% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$402,123
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
762
shares
|
$401,596
0.06% of portfolio
|
Q4 2024
Reduced 64.21%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
762
shares
|
$401,596
0.26% of portfolio
|
Q1 2024
Reduced 4.03%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
762
shares
|
$401,596
0.15% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
759
shares
|
$400,015
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
758
shares
|
$399,488
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
758
shares
|
$399,488
0.06% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
757
shares
|
$398,961
0.27% of portfolio
|
Q4 2024
Reduced 25.27%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
756
shares
|
$398,434
0.05% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
756
shares
|
$398,434
0.04% of portfolio
|
Q3 2024
Reduced 6.9%
|