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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
422
shares
|
$221,022
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
421
shares
|
$220,498
0.04% of portfolio
|
Q3 2023
Reduced 4.99%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
420
shares
|
$219,975
0.11% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
420
shares
|
$219,975
0.04% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
418
shares
|
$218,927
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Feb 07, 2025 Q4 2024 |
417
shares
|
$218,403
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
417
shares
|
$218,403
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
413
shares
|
$216,308
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
413
shares
|
$216,308
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
412
shares
|
$215,785
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
412
shares
|
$215,785
0.16% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$214,737
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$214,737
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
409
shares
|
$214,213
0.12% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
408
shares
|
$213,690
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
407
shares
|
$213,166
0.17% of portfolio
|
Q4 2024
Reduced 46.02%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
406
shares
|
$212,642
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
405
shares
|
$212,118
0.05% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$212,118
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
404
shares
|
$211,595
0.03% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
403
shares
|
$211,071
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
401
shares
|
$210,023
0.11% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
401
shares
|
$210,023
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
400
shares
|
$209,500
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Feb 14, 2025 Q4 2024 |
400
shares
|
$209,500
0.1% of portfolio
|
Q3 2024
Reduced 2.91%
|