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 4,051 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $402 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
125
shares
|
$63,880
0.02% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$63,880
0.03% of portfolio
|
Q4 2024
Reduced 32.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
125
shares
|
$63,880
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
125
shares
|
$63,880
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
125
shares
|
$63,880
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
122
shares
|
$62,346
0.03% of portfolio
|
Q4 2021
Reduced 45.05%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
122
shares
|
$62,346
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
121
shares
|
$61,835
0.03% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$61,835
0.02% of portfolio
|
Q3 2021
Added 55.13%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
120
shares
|
$61,324
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
113
shares
|
$57,747
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
112
shares
|
$57,236
0.05% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
111
shares
|
$56,725
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
108
shares
|
$55,192
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$54,170
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
106
shares
|
$54,170
0.04% of portfolio
|
Q4 2024
Added 863.64%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
104
shares
|
$53,148
0.03% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
104
shares
|
$53,148
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
103
shares
|
$52,637
0.01% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
102
shares
|
$52,126
0.02% of portfolio
|
Q4 2024
Added 155.0%
|
|
|
University Of Texas
|
Feb 18, 2025 Q4 2024 |
100
shares
|
$51,104
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
100
shares
|
$51,104
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$51,104
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
96
shares
|
$49,059
0.02% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
96
shares
|
$49,059
0.04% of portfolio
|
Q3 2024
Reduced 15.79%
|