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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,417
shares
|
$2.99 Million
0.34% of portfolio
|
Q4 2024
Reduced 34.37%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,414
shares
|
$2.99 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
6,412
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2022
Added 6.49%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,412
shares
|
$2.99 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
6,405
shares
|
$2.99 Million
1.54% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
6,399
shares
|
$2.98 Million
0.21% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
6,389
shares
|
$2.98 Million
0.63% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
6,364
shares
|
$2.97 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
6,355
shares
|
$2.96 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
6,351
shares
|
$2.96 Million
0.97% of portfolio
|
Q4 2020
Reduced 79.07%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
6,350
shares
|
$2.96 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,310
shares
|
$2.94 Million
0.87% of portfolio
|
Q4 2022
Added 9.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
6,307
shares
|
$2.94 Million
0.67% of portfolio
|
Q4 2024
Reduced 27.11%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
6,306
shares
|
$2.94 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,304
shares
|
$2.94 Million
1.44% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
6,299
shares
|
$2.94 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
6,291
shares
|
$2.93 Million
0.58% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,283
shares
|
$2.93 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,283
shares
|
$2.93 Million
0.18% of portfolio
|
Q4 2024
Reduced 25.34%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
6,257
shares
|
$2.92 Million
1.03% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
6,235
shares
|
$2.91 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
6,228
shares
|
$2.9 Million
0.28% of portfolio
|
Q4 2024
Added 315.75%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
6,195
shares
|
$2.89 Million
0.62% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
6,195
shares
|
$2.89 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
6,148
shares
|
$2.87 Million
0.1% of portfolio
|
Q4 2024
New holding
|