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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,696
shares
|
$3.12 Million
0.74% of portfolio
|
Q4 2024
Added 167.31%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,687
shares
|
$3.12 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,682
shares
|
$3.12 Million
0.35% of portfolio
|
Q4 2022
Reduced 1.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,682
shares
|
$3.12 Million
0.24% of portfolio
|
Q4 2024
Added 33.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
6,676
shares
|
$3.11 Million
1.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
6,652
shares
|
$3.1 Million
0.09% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
6,623
shares
|
$3.09 Million
1.71% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
6,610
shares
|
$3.08 Million
1.65% of portfolio
|
Q4 2024
Added 39.95%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
6,596
shares
|
$3.08 Million
0.09% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
6,580
shares
|
$3.07 Million
1.04% of portfolio
|
Q4 2024
Added 16.63%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
6,573
shares
|
$3.07 Million
1.3% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
6,546
shares
|
$3.05 Million
0.25% of portfolio
|
Q4 2024
Added 25.33%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
6,545
shares
|
$3.05 Million
2.19% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
6,528
shares
|
$3.04 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,509
shares
|
$3.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,507
shares
|
$3.03 Million
0.53% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
6,500
shares
|
$3.03 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
6,486
shares
|
$3.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
6,482
shares
|
$3.02 Million
1.93% of portfolio
|
Q3 2024
Reduced 13.37%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Feb 06, 2025 Q4 2024 |
6,473
shares
|
$3.02 Million
3.3% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
6,468
shares
|
$3.02 Million
0.15% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
6,450
shares
|
$3.01 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,441
shares
|
$3 Million
2.12% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
6,426
shares
|
$3 Million
0.21% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
6,418
shares
|
$2.99 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.9%
|