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 |
|---|---|---|---|---|---|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
5,316
shares
|
$2.48 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,279
shares
|
$2.46 Million
1.69% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$2.46 Million
1.39% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,261
shares
|
$2.45 Million
0.71% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
5,258
shares
|
$2.45 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
5,254
shares
|
$2.45 Million
1.25% of portfolio
|
Q4 2023
Added 12.99%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,247
shares
|
$2.45 Million
2.22% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
5,245
shares
|
$2.45 Million
1.35% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
5,244
shares
|
$2.45 Million
1.01% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
5,217
shares
|
$2.43 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,205
shares
|
$2.43 Million
0.18% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
5,195
shares
|
$2.42 Million
0.33% of portfolio
|
Q1 2024
Reduced 20.96%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
5,192
shares
|
$2.42 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,181
shares
|
$2.42 Million
0.74% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,162
shares
|
$2.41 Million
1.59% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
5,159
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,158
shares
|
$2.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
5,158
shares
|
$2.41 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
5,153
shares
|
$2.4 Million
1.08% of portfolio
|
Q2 2023
Reduced 8.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,133
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
5,129
shares
|
$2.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,129
shares
|
$2.39 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
5,118
shares
|
$2.39 Million
0.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,101
shares
|
$2.38 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
5,096
shares
|
$2.38 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.11%
|