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 |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
7,991
shares
|
$3.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
7,968
shares
|
$3.72 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
7,963
shares
|
$3.71 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$3.71 Million
0.84% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
7,946
shares
|
$3.71 Million
1.38% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
7,925
shares
|
$3.7 Million
0.05% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,922
shares
|
$3.69 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
7,916
shares
|
$3.69 Million
0.67% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$3.68 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Vanderbilt University
Nashville, TN |
Jan 27, 2025 Q4 2024 |
7,867
shares
|
$3.67 Million
0.78% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
7,855
shares
|
$3.66 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
7,850
shares
|
$3.66 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
7,823
shares
|
$3.65 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,789
shares
|
$3.63 Million
1.78% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,788
shares
|
$3.63 Million
0.57% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
7,772
shares
|
$3.63 Million
1.03% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,755
shares
|
$3.62 Million
0.45% of portfolio
|
Q2 2024
Reduced 36.89%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
7,737
shares
|
$3.61 Million
1.71% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
7,733
shares
|
$3.61 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
7,723
shares
|
$3.6 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Lindenwold Advisors
|
Feb 10, 2025 Q4 2024 |
7,709
shares
|
$3.6 Million
2.13% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
7,700
shares
|
$3.59 Million
0.29% of portfolio
|
Q4 2024
Added 68.05%
|
|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
7,685
shares
|
$3.58 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
7,673
shares
|
$3.58 Million
2.47% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
7,665
shares
|
$3.58 Million
1.1% of portfolio
|
Q4 2024
Reduced 18.69%
|