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 3,841 institutions that hold shares in the stock, with a total of 770 Million shares, which have been reported (via 13F filing form) to have a value of $422 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
719
shares
|
$394,141
0.1% of portfolio
|
Q2 2024
Added 15.78%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
717
shares
|
$393,045
0.09% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$392,496
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
713
shares
|
$390,852
0.24% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
710
shares
|
$389,207
0.02% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
710
shares
|
$389,207
0.07% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
710
shares
|
$389,207
0.1% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
710
shares
|
$389,207
0.03% of portfolio
|
Q3 2024
Reduced 47.09%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
709
shares
|
$388,659
0.04% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
707
shares
|
$387,563
0.05% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
707
shares
|
$387,563
0.08% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
706
shares
|
$387,015
0.01% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
705
shares
|
$386,466
0.15% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
702
shares
|
$384,822
0.13% of portfolio
|
Q4 2024
Reduced 23.86%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$384,274
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$383,725
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
700
shares
|
$383,725
0.09% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
700
shares
|
$383,725
0.27% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$383,177
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
699
shares
|
$383,177
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
697
shares
|
$382,081
0.12% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
696
shares
|
$381,533
0.11% of portfolio
|
Q1 2023
Added 19.68%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
695
shares
|
$380,985
0.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
690
shares
|
$378,244
0.33% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
690
shares
|
$378,244
0.03% of portfolio
|
Q4 2024
Added 1.92%
|