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 |
|---|---|---|---|---|---|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,232
shares
|
$4.31 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
9,227
shares
|
$4.3 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,178
shares
|
$4.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
9,171
shares
|
$4.28 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
9,145
shares
|
$4.27 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,134
shares
|
$4.26 Million
0.55% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,129
shares
|
$4.26 Million
0.14% of portfolio
|
Q4 2024
Added 117.15%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
9,115
shares
|
$4.25 Million
0.52% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,042
shares
|
$4.22 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
8,997
shares
|
$4.2 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
8,995
shares
|
$4.2 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
8,991
shares
|
$4.19 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
8,978
shares
|
$4.19 Million
1.34% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,954
shares
|
$4.18 Million
2.16% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
8,939
shares
|
$4.17 Million
0.7% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
8,929
shares
|
$4.16 Million
0.93% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
8,925
shares
|
$4.16 Million
0.24% of portfolio
|
Q4 2024
Added 44.21%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,896
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
8,890
shares
|
$4.15 Million
2.23% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,867
shares
|
$4.14 Million
0.36% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$4.13 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
8,826
shares
|
$4.12 Million
2.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
8,810
shares
|
$4.11 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
8,799
shares
|
$4.1 Million
0.29% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,787
shares
|
$4.1 Million
1.72% of portfolio
|
Q4 2024
Reduced 5.26%
|