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 |
|---|---|---|---|---|---|
|
Elwood Capital Partners LP
New York, NY |
Feb 12, 2025 Q4 2024 |
4,837
shares
|
$2.26 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
4,835
shares
|
$2.26 Million
0.17% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,833
shares
|
$2.25 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
4,822
shares
|
$2.25 Million
0.57% of portfolio
|
Q4 2024
Reduced 38.68%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$2.25 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,812
shares
|
$2.24 Million
0.97% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,800
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2024
Added 48.7%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
4,797
shares
|
$2.24 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
4,789
shares
|
$2.23 Million
0.56% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
4,767
shares
|
$2.22 Million
4.29% of portfolio
|
Q4 2022
Added 24.63%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,756
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
4,749
shares
|
$2.22 Million
1.13% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,743
shares
|
$2.21 Million
0.43% of portfolio
|
Q4 2024
Added 15.85%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,733
shares
|
$2.21 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
4,726
shares
|
$2.2 Million
1.45% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,719
shares
|
$2.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,718
shares
|
$2.2 Million
0.7% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
4,716
shares
|
$2.2 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
4,688
shares
|
$2.19 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
4,684
shares
|
$2.18 Million
0.38% of portfolio
|
Q4 2024
Reduced 29.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,683
shares
|
$2.18 Million
0.5% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
4,667
shares
|
$2.18 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,666
shares
|
$2.18 Million
0.4% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,661
shares
|
$2.17 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,659
shares
|
$2.17 Million
0.37% of portfolio
|
Q4 2024
Added 11.01%
|