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 3,834 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 $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$296,075
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
556
shares
|
$296,075
0.08% of portfolio
|
Q2 2024
Reduced 18.71%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
555
shares
|
$295,543
0.09% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
555
shares
|
$295,543
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
554
shares
|
$295,010
0.1% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$295,010
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
554
shares
|
$295,010
0.01% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
552
shares
|
$293,945
0.07% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
551
shares
|
$293,413
0.26% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Magnolia Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
550
shares
|
$292,880
0.34% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
550
shares
|
$292,880
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$292,347
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$291,815
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
546
shares
|
$290,750
0.15% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$290,750
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
545
shares
|
$290,217
0.21% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
545
shares
|
$290,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
545
shares
|
$290,217
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
545
shares
|
$290,217
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
544
shares
|
$289,685
0.14% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$289,152
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
542
shares
|
$288,620
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
542
shares
|
$288,620
0.18% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
541
shares
|
$288,087
0.03% of portfolio
|
Q3 2024
Reduced 13.58%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
541
shares
|
$288,087
0.16% of portfolio
|
Q4 2024
Reduced 71.53%
|