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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,345
shares
|
$3.89 Million
0.64% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
8,344
shares
|
$3.89 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$3.88 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
8,307
shares
|
$3.87 Million
1.47% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
8,297
shares
|
$3.87 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
8,252
shares
|
$3.85 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
8,249
shares
|
$3.85 Million
0.1% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
8,248
shares
|
$3.85 Million
0.46% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
8,244
shares
|
$3.85 Million
1.66% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
8,229
shares
|
$3.84 Million
0.21% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,222
shares
|
$3.83 Million
0.84% of portfolio
|
Q4 2024
Added 15.32%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
8,217
shares
|
$3.83 Million
2.22% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$3.81 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
8,177
shares
|
$3.81 Million
0.6% of portfolio
|
Q4 2024
Added 464.71%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
8,160
shares
|
$3.81 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,110
shares
|
$3.78 Million
0.46% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
8,091
shares
|
$3.77 Million
4.42% of portfolio
|
Q4 2024
New holding
|
|
|
Scott & Selber, Inc.
|
Feb 06, 2025 Q4 2024 |
8,084
shares
|
$3.77 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
8,073
shares
|
$3.77 Million
0.5% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
8,067
shares
|
$3.76 Million
1.09% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
8,058
shares
|
$3.76 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
8,055
shares
|
$3.76 Million
1.69% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,011
shares
|
$3.74 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
8,010
shares
|
$3.74 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
8,002
shares
|
$3.73 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.34%
|