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 |
|---|---|---|---|---|---|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
11,824
shares
|
$5.51 Million
5.32% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,790
shares
|
$5.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
11,775
shares
|
$5.49 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
11,768
shares
|
$5.49 Million
0.39% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
11,726
shares
|
$5.47 Million
0.48% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
11,707
shares
|
$5.46 Million
0.53% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
11,669
shares
|
$5.44 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
11,660
shares
|
$5.44 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jan 13, 2025 Q4 2024 |
11,654
shares
|
$5.44 Million
2.56% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
11,623
shares
|
$5.42 Million
1.42% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
11,590
shares
|
$5.41 Million
0.34% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$5.39 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Hgk Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
11,524
shares
|
$5.38 Million
1.09% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
11,508
shares
|
$5.37 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,500
shares
|
$5.36 Million
2.44% of portfolio
|
Q4 2017
Added 27.78%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,470
shares
|
$5.35 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Lynch Asset Management, Inc.
|
Jan 24, 2025 Q4 2024 |
11,450
shares
|
$5.34 Million
2.35% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11,404
shares
|
$5.32 Million
0.85% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,396
shares
|
$5.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$5.26 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
11,262
shares
|
$5.25 Million
0.96% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
11,247
shares
|
$5.25 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
11,232
shares
|
$5.24 Million
2.94% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
11,227
shares
|
$5.24 Million
0.45% of portfolio
|
Q4 2024
Reduced 18.37%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
11,200
shares
|
$5.22 Million
1.45% of portfolio
|
Q4 2024
Added 23.05%
|