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 |
|---|---|---|---|---|---|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
5,610
shares
|
$2.62 Million
0.56% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
5,609
shares
|
$2.62 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
5,603
shares
|
$2.61 Million
1.24% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
5,597
shares
|
$2.61 Million
0.55% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
5,549
shares
|
$2.59 Million
1.98% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
5,545
shares
|
$2.59 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,531
shares
|
$2.58 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
5,519
shares
|
$2.57 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
5,507
shares
|
$2.57 Million
1.9% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
5,505
shares
|
$2.57 Million
1.07% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
5,503
shares
|
$2.57 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,476
shares
|
$2.55 Million
0.85% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
5,475
shares
|
$2.55 Million
1.96% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,452
shares
|
$2.54 Million
2.52% of portfolio
|
Q4 2024
Added 264.68%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,441
shares
|
$2.54 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,439
shares
|
$2.54 Million
1.15% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,415
shares
|
$2.53 Million
0.66% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
5,415
shares
|
$2.53 Million
1.78% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
5,391
shares
|
$2.51 Million
0.22% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
5,382
shares
|
$2.51 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
5,381
shares
|
$2.51 Million
1.22% of portfolio
|
Q4 2024
Reduced 29.35%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
5,343
shares
|
$2.49 Million
1.3% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
5,322
shares
|
$2.48 Million
0.04% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
5,321
shares
|
$2.48 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,319
shares
|
$2.48 Million
0.04% of portfolio
|
Q4 2024
Added 3.87%
|