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 4,082 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $405 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
552
shares
|
$289,110
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
550
shares
|
$288,062
0.28% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
550
shares
|
$288,062
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$287,538
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
549
shares
|
$287,538
0.04% of portfolio
|
Q4 2024
Reduced 8.04%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
548
shares
|
$287,015
0.1% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$287,015
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
547
shares
|
$286,491
0.2% of portfolio
|
Q4 2024
Added 37.78%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
547
shares
|
$286,491
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
546
shares
|
$285,967
0.03% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$285,967
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
545
shares
|
$285,443
0.01% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
545
shares
|
$285,443
0.18% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
545
shares
|
$285,443
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
544
shares
|
$284,920
0.14% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
544
shares
|
$284,920
0.14% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$284,396
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
542
shares
|
$283,872
0.16% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
542
shares
|
$283,872
0.11% of portfolio
|
Q4 2024
Added 298.53%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
541
shares
|
$283,348
0.02% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
541
shares
|
$283,348
0.14% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
541
shares
|
$283,348
0.16% of portfolio
|
Q4 2024
Reduced 71.53%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
541
shares
|
$283,348
0.17% of portfolio
|
Q4 2024
Reduced 68.85%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$282,825
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
540
shares
|
$282,825
0.04% of portfolio
|
Q4 2024
Reduced 6.41%
|