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 |
|---|---|---|---|---|---|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,871
shares
|
$2.74 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
5,870
shares
|
$2.74 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,863
shares
|
$2.73 Million
0.79% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
5,860
shares
|
$2.73 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,856
shares
|
$2.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 31.22%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
5,852
shares
|
$2.73 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Feb 14, 2025 Q4 2024 |
5,849
shares
|
$2.73 Million
0.8% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
5,843
shares
|
$2.73 Million
1.68% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Page Arthur B
|
Apr 29, 2024 Q1 2024 |
5,839
shares
|
$2.72 Million
3.01% of portfolio
|
Q1 2024
Reduced 5.33%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
5,824
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
5,819
shares
|
$2.71 Million
1.04% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Paragon Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
5,818
shares
|
$2.71 Million
1.16% of portfolio
|
Q4 2024
Reduced 13.53%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Feb 13, 2025 Q4 2024 |
5,780
shares
|
$2.7 Million
1.75% of portfolio
|
Q3 2023
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,776
shares
|
$2.69 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
5,762
shares
|
$2.69 Million
0.41% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
5,723
shares
|
$2.67 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$2.67 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
5,707
shares
|
$2.66 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$2.66 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
5,702
shares
|
$2.66 Million
2.08% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jan 27, 2025 Q4 2024 |
5,675
shares
|
$2.65 Million
2.0% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Ted Buchan & CO
San Diego, CA |
Feb 12, 2025 Q4 2024 |
5,671
shares
|
$2.65 Million
1.35% of portfolio
|
Q4 2024
Added 32.56%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,643
shares
|
$2.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
5,633
shares
|
$2.63 Million
0.68% of portfolio
|
Q4 2024
Reduced 37.03%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
5,633
shares
|
$2.63 Million
0.77% of portfolio
|
Q4 2024
Added 457.17%
|