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 3,868 institutions that hold shares in the stock, with a total of 777 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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9
shares
|
$4,743
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
9
shares
|
$4,743
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
9
shares
|
$4,743
0.0% of portfolio
|
Q2 2024
Reduced 81.63%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
9
shares
|
$4,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8
shares
|
$4,216
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$4,216
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
8
shares
|
$4,216
0.0% of portfolio
|
Q1 2024
Added 166.67%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$3,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
6
shares
|
$3,162
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
6
shares
|
$3,162
0.09% of portfolio
|
Q3 2024
Reduced 98.57%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
5
shares
|
$2,635
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
5
shares
|
$2,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
3
shares
|
$1,581
0.0% of portfolio
|
Q2 2024
Reduced 99.84%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
3
shares
|
$1,581
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
2
shares
|
$1,054
0.0% of portfolio
|
Q2 2024
Reduced 91.67%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$527
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|