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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
18,101
shares
|
$8.44 Million
0.68% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,093
shares
|
$8.44 Million
0.58% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
17,972
shares
|
$8.38 Million
1.47% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Feb 11, 2025 Q4 2024 |
17,969
shares
|
$8.38 Million
1.36% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
17,964
shares
|
$8.38 Million
2.2% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
17,959
shares
|
$8.38 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
17,883
shares
|
$8.34 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
17,847
shares
|
$8.32 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
17,840
shares
|
$8.32 Million
0.45% of portfolio
|
Q4 2024
Reduced 19.66%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
17,727
shares
|
$8.27 Million
2.51% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,722
shares
|
$8.27 Million
1.08% of portfolio
|
Q2 2022
Added 468.92%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
17,716
shares
|
$8.26 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17,655
shares
|
$8.23 Million
0.25% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
17,647
shares
|
$8.23 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
17,645
shares
|
$8.23 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,614
shares
|
$8.22 Million
0.22% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
17,584
shares
|
$8.2 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
17,540
shares
|
$8.18 Million
0.84% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,537
shares
|
$8.18 Million
4.6% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
17,514
shares
|
$8.17 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
17,505
shares
|
$8.16 Million
1.74% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$8.14 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
17,454
shares
|
$8.14 Million
2.42% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
17,433
shares
|
$8.13 Million
0.42% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
17,423
shares
|
$8.13 Million
0.52% of portfolio
|
Q4 2024
Added 32.5%
|