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 4,083 institutions that hold shares in the stock, with a total of 775 Million shares, which have been reported (via 13F filing form) to have a value of $352 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
595
shares
|
$270,195
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
595
shares
|
$270,195
0.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
594
shares
|
$269,741
0.05% of portfolio
|
Q4 2024
Added 22.47%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
593
shares
|
$269,287
0.02% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
593
shares
|
$269,287
0.03% of portfolio
|
Q4 2024
Reduced 21.56%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
591
shares
|
$268,379
0.06% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
591
shares
|
$268,379
0.0% of portfolio
|
Q4 2024
Reduced 42.57%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
590
shares
|
$267,924
0.12% of portfolio
|
Q4 2024
Reduced 56.13%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
590
shares
|
$267,924
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
589
shares
|
$267,470
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
587
shares
|
$266,562
0.07% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
587
shares
|
$266,562
0.05% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
586
shares
|
$266,108
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
584
shares
|
$265,200
0.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$265,200
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
583
shares
|
$264,746
0.17% of portfolio
|
Q1 2025
Reduced 69.84%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
582
shares
|
$264,292
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
580
shares
|
$263,383
0.14% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
579
shares
|
$262,929
0.17% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
578
shares
|
$262,475
0.11% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
578
shares
|
$262,475
0.18% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Lathrop Investment Management Corp
|
Feb 14, 2025 Q4 2024 |
577
shares
|
$262,021
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
577
shares
|
$262,021
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
575
shares
|
$261,113
0.06% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
575
shares
|
$261,113
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|