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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$287,555
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
540
shares
|
$287,555
0.22% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
538
shares
|
$286,490
0.11% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
537
shares
|
$285,957
0.1% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
537
shares
|
$285,957
0.15% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
537
shares
|
$285,957
0.1% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
536
shares
|
$285,425
0.09% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
536
shares
|
$285,425
0.04% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
535
shares
|
$284,892
0.08% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
535
shares
|
$284,892
0.09% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
532
shares
|
$283,295
0.24% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
531
shares
|
$282,762
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
531
shares
|
$282,762
0.16% of portfolio
|
Q3 2024
Added 115.85%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
530
shares
|
$282,230
0.19% of portfolio
|
Q4 2024
Reduced 31.7%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
529
shares
|
$281,697
0.09% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
529
shares
|
$281,697
0.08% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$281,165
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
528
shares
|
$281,165
0.22% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
527
shares
|
$280,632
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
526
shares
|
$280,100
0.24% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
526
shares
|
$280,100
0.1% of portfolio
|
Q4 2024
Added 28.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
526
shares
|
$280,100
0.02% of portfolio
|
Q3 2024
Reduced 38.62%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
525
shares
|
$279,567
0.05% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
524
shares
|
$279,035
0.06% of portfolio
|
Q2 2024
Reduced 19.26%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
524
shares
|
$279,035
0.13% of portfolio
|
Q1 2024
New holding
|