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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
485
shares
|
$258,267
0.05% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
483
shares
|
$257,202
0.03% of portfolio
|
Q3 2024
Reduced 75.9%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
483
shares
|
$257,202
0.24% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
482
shares
|
$256,669
0.07% of portfolio
|
Q4 2024
Added 14.49%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
482
shares
|
$256,669
0.07% of portfolio
|
Q3 2024
Reduced 30.04%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
482
shares
|
$256,669
0.0% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
481
shares
|
$256,137
0.1% of portfolio
|
Q2 2024
Added 3.44%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
481
shares
|
$256,137
0.04% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
480
shares
|
$255,604
0.08% of portfolio
|
Q3 2024
Added 12.94%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
476
shares
|
$253,474
0.09% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
474
shares
|
$252,409
0.02% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
474
shares
|
$252,409
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Oct 24, 2024 Q3 2024 |
472
shares
|
$251,344
0.19% of portfolio
|
Q3 2024
Reduced 80.83%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
471
shares
|
$250,812
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
471
shares
|
$250,812
0.1% of portfolio
|
Q1 2024
Reduced 29.81%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
470
shares
|
$250,279
0.22% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
470
shares
|
$250,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
470
shares
|
$250,279
0.03% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
470
shares
|
$250,279
0.13% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
469
shares
|
$249,747
0.02% of portfolio
|
Q3 2024
Added 942.22%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
468
shares
|
$249,214
0.03% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
468
shares
|
$249,214
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
467
shares
|
$248,682
0.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
466
shares
|
$248,149
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
466
shares
|
$248,149
0.08% of portfolio
|
Q4 2024
Added 1.53%
|