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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
10,726
shares
|
$5 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
10,725
shares
|
$5 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,705
shares
|
$4.99 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
10,691
shares
|
$4.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
10,685
shares
|
$4.98 Million
1.85% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
10,675
shares
|
$4.98 Million
0.84% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
10,659
shares
|
$4.97 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$4.97 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
10,634
shares
|
$4.96 Million
0.27% of portfolio
|
Q4 2024
Added 56.59%
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,615
shares
|
$4.95 Million
0.64% of portfolio
|
Q4 2024
Added 52.4%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
10,606
shares
|
$4.95 Million
0.23% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
10,583
shares
|
$4.94 Million
0.53% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
10,554
shares
|
$4.92 Million
0.14% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
10,545
shares
|
$4.92 Million
0.42% of portfolio
|
Q4 2023
Reduced 3.62%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
10,541
shares
|
$4.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,495
shares
|
$4.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,487
shares
|
$4.89 Million
0.23% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
10,463
shares
|
$4.88 Million
2.18% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,443
shares
|
$4.87 Million
2.39% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
10,431
shares
|
$4.87 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
10,431
shares
|
$4.87 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Thematics Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
10,378
shares
|
$4.84 Million
0.23% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$4.8 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,276
shares
|
$4.79 Million
0.53% of portfolio
|
Q4 2024
Added 53.49%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
10,268
shares
|
$4.79 Million
0.35% of portfolio
|
Q4 2024
Added 3.7%
|