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 |
|---|---|---|---|---|---|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
5,081
shares
|
$2.37 Million
1.6% of portfolio
|
Q4 2024
Reduced 32.04%
|
|
|
Paralel Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,079
shares
|
$2.37 Million
0.11% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
5,069
shares
|
$2.36 Million
1.06% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
5,031
shares
|
$2.35 Million
1.73% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,028
shares
|
$2.35 Million
1.07% of portfolio
|
Q4 2022
Reduced 99.81%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
5,013
shares
|
$2.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
5,013
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
5,013
shares
|
$2.34 Million
1.4% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Kp Management LLC
Edina, MN |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$2.33 Million
0.79% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4,985
shares
|
$2.33 Million
0.69% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
4,973
shares
|
$2.32 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
4,953
shares
|
$2.31 Million
0.44% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,936
shares
|
$2.3 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
4,919
shares
|
$2.29 Million
0.93% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,900
shares
|
$2.29 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
4,897
shares
|
$2.28 Million
1.57% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
4,895
shares
|
$2.28 Million
1.2% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
4,894
shares
|
$2.28 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
4,887
shares
|
$2.28 Million
0.66% of portfolio
|
Q4 2024
Added 18.62%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
4,872
shares
|
$2.27 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
4,870
shares
|
$2.27 Million
1.15% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Fosun International LTD
|
Feb 14, 2025 Q4 2024 |
4,868
shares
|
$2.27 Million
2.7% of portfolio
|
Q4 2024
Reduced 40.64%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
4,862
shares
|
$2.27 Million
0.26% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
4,857
shares
|
$2.27 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Harvey Investment CO LLC
|
Jan 28, 2025 Q4 2024 |
4,841
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2024
Added 4.09%
|