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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$44,198
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
80
shares
|
$42,600
0.01% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
79
shares
|
$42,068
0.02% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
77
shares
|
$41,003
0.02% of portfolio
|
Q2 2024
Added 2.67%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$40,470
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
76
shares
|
$40,470
0.06% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
74
shares
|
$39,405
0.01% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
73
shares
|
$38,873
0.01% of portfolio
|
Q3 2024
Added 21.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
71
shares
|
$37,808
0.02% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
71
shares
|
$37,808
0.0% of portfolio
|
Q3 2024
Reduced 99.62%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
71
shares
|
$37,808
0.03% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
70
shares
|
$37,275
0.01% of portfolio
|
Q4 2024
Added 32.08%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
68
shares
|
$36,210
0.01% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
66
shares
|
$35,145
0.01% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
63
shares
|
$33,548
0.03% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
62
shares
|
$33,015
0.01% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
61
shares
|
$32,483
0.01% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$31,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$31,950
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$30,353
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
57
shares
|
$30,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
57
shares
|
$30,353
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
57
shares
|
$30,353
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
55
shares
|
$29,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
55
shares
|
$29,288
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|