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 4,034 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 $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
61
shares
|
$30,544
0.02% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$30,043
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$30,043
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
59
shares
|
$29,543
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
58
shares
|
$29,042
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$28,541
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
57
shares
|
$28,541
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
57
shares
|
$28,541
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
55
shares
|
$27,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
55
shares
|
$27,540
0.01% of portfolio
|
Q4 2023
Added 1000.0%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
55
shares
|
$27,540
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
52
shares
|
$26,037
0.0% of portfolio
|
Q3 2022
Added 160.0%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
52
shares
|
$26,037
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
51
shares
|
$25,537
0.02% of portfolio
|
Q3 2024
Reduced 58.87%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
51
shares
|
$25,537
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$25,036
0.0% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
50
shares
|
$25,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
47
shares
|
$23,534
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$23,534
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
46
shares
|
$23,033
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$22,032
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
40
shares
|
$20,029
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
40
shares
|
$20,029
0.02% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
39
shares
|
$19,528
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
35
shares
|
$17,525
0.01% of portfolio
|
Q4 2024
New holding
|