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 4,057 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 $367 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
20,278
shares
|
$9.46 Million
3.27% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
20,243
shares
|
$9.44 Million
0.72% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20,204
shares
|
$9.42 Million
1.25% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
20,195
shares
|
$9.42 Million
3.51% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
20,105
shares
|
$9.38 Million
0.15% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
20,069
shares
|
$9.36 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
20,008
shares
|
$9.33 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$9.33 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Parkman Healthcare Partners LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$9.33 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$9.33 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
19,875
shares
|
$9.27 Million
1.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$9.24 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
19,706
shares
|
$9.19 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
19,622
shares
|
$9.15 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
19,585
shares
|
$9.13 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
19,517
shares
|
$9.1 Million
0.94% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
19,485
shares
|
$9.09 Million
1.34% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
19,436
shares
|
$9.07 Million
0.29% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
19,333
shares
|
$9.02 Million
3.75% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,302
shares
|
$9 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
19,210
shares
|
$8.96 Million
2.18% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
19,083
shares
|
$8.9 Million
0.07% of portfolio
|
Q4 2024
Reduced 26.35%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
19,081
shares
|
$8.9 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
19,062
shares
|
$8.89 Million
2.67% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$8.87 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|