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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
47
shares
|
$24,018
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
46
shares
|
$23,507
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$22,485
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
40
shares
|
$20,441
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
40
shares
|
$20,441
0.02% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
39
shares
|
$19,930
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
35
shares
|
$17,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
33
shares
|
$16,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
33
shares
|
$16,864
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
33
shares
|
$16,864
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$15,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$15,842
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
30
shares
|
$15,331
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$15,331
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
30
shares
|
$15,331
0.0% of portfolio
|
Q4 2024
Reduced 97.97%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
28
shares
|
$14,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
28
shares
|
$14,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$13,798
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
26
shares
|
$13,287
0.01% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
26
shares
|
$13,287
0.01% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$12,776
0.0% of portfolio
|
Q4 2024
Reduced 41.86%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$12,776
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
25
shares
|
$12,776
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
25
shares
|
$12,776
0.55% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
25
shares
|
$12,776
0.01% of portfolio
|
Q4 2023
New holding
|