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 |
|---|---|---|---|---|---|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
755
shares
|
$397,907
0.1% of portfolio
|
Q2 2024
Reduced 33.19%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
755
shares
|
$397,907
0.21% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
754
shares
|
$397,380
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
752
shares
|
$396,326
0.27% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
751
shares
|
$395,799
0.13% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
751
shares
|
$395,799
0.17% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
751
shares
|
$395,799
0.25% of portfolio
|
Q1 2024
Reduced 2.26%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
750
shares
|
$395,272
0.28% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
748
shares
|
$394,218
0.1% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$393,691
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$393,164
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
746
shares
|
$393,164
0.24% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
744
shares
|
$392,110
0.15% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
743
shares
|
$391,583
0.13% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
742
shares
|
$391,056
0.2% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
742
shares
|
$391,056
0.04% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$390,529
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
740
shares
|
$390,002
0.18% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
740
shares
|
$390,002
0.1% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
739
shares
|
$389,475
0.25% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
738
shares
|
$388,948
0.05% of portfolio
|
Q1 2024
Added 2.93%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
737
shares
|
$388,421
0.01% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
737
shares
|
$388,421
0.31% of portfolio
|
Q4 2024
Added 68.65%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
735
shares
|
$387,367
0.06% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
735
shares
|
$387,367
0.08% of portfolio
|
Q3 2024
Added 31.96%
|