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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
644
shares
|
$353,027
0.22% of portfolio
|
Q3 2024
Reduced 93.12%
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
644
shares
|
$353,027
0.38% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
642
shares
|
$351,931
0.07% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$350,835
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
639
shares
|
$350,287
0.04% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
638
shares
|
$349,738
0.25% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
638
shares
|
$349,738
0.16% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
637
shares
|
$349,190
0.09% of portfolio
|
Q4 2024
Added 23.69%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
635
shares
|
$348,094
0.06% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
633
shares
|
$346,997
0.17% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
632
shares
|
$346,449
0.03% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
631
shares
|
$345,901
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
630
shares
|
$345,353
0.11% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
630
shares
|
$345,353
0.12% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Tuttle Capital Management, LLC
|
Jan 13, 2025 Q4 2024 |
629
shares
|
$344,805
3.31% of portfolio
|
Q4 2024
Added 34.12%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
629
shares
|
$344,805
0.27% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
629
shares
|
$344,805
0.17% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
627
shares
|
$343,708
0.2% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
627
shares
|
$343,708
0.04% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
627
shares
|
$343,708
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
626
shares
|
$343,160
0.21% of portfolio
|
Q4 2024
Reduced 23.47%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$342,612
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
625
shares
|
$342,612
0.02% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
624
shares
|
$342,064
0.17% of portfolio
|
Q2 2024
Reduced 4.73%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
624
shares
|
$342,064
0.11% of portfolio
|
Q3 2024
Added 5.94%
|