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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
689
shares
|
$377,696
0.2% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
689
shares
|
$377,696
0.18% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
689
shares
|
$377,696
0.33% of portfolio
|
Q4 2024
Reduced 19.32%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$377,147
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
688
shares
|
$377,147
0.17% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
687
shares
|
$376,599
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
687
shares
|
$376,599
0.32% of portfolio
|
Q4 2021
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
687
shares
|
$376,599
0.22% of portfolio
|
Q4 2024
Reduced 18.99%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
684
shares
|
$374,955
0.03% of portfolio
|
Q3 2024
Reduced 25.57%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
684
shares
|
$374,955
0.11% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
684
shares
|
$374,955
0.11% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
682
shares
|
$373,858
0.04% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
681
shares
|
$373,310
0.04% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
681
shares
|
$373,310
0.16% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
679
shares
|
$372,214
0.23% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
679
shares
|
$372,214
0.07% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
678
shares
|
$371,666
0.05% of portfolio
|
Q3 2024
Reduced 37.11%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
677
shares
|
$371,117
0.05% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
677
shares
|
$371,117
0.28% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
676
shares
|
$370,569
0.19% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
676
shares
|
$370,569
0.26% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
675
shares
|
$370,021
0.28% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
674
shares
|
$369,473
0.06% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
674
shares
|
$369,473
0.02% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
672
shares
|
$368,376
0.41% of portfolio
|
Q2 2024
Added 12.37%
|