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 4,055 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 $396 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4,659
shares
|
$2.34 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,657
shares
|
$2.34 Million
0.79% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
4,647
shares
|
$2.33 Million
0.89% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
4,636
shares
|
$2.33 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,635
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
4,632
shares
|
$2.33 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,615
shares
|
$2.32 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
4,613
shares
|
$2.32 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
4,596
shares
|
$2.31 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
4,595
shares
|
$2.31 Million
2.38% of portfolio
|
Q4 2024
Reduced 43.1%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
4,592
shares
|
$2.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 10.63%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,580
shares
|
$2.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 84.92%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,576
shares
|
$2.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
4,576
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
4,575
shares
|
$2.3 Million
0.81% of portfolio
|
Q3 2021
Added 38.64%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,571
shares
|
$2.3 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
4,560
shares
|
$2.29 Million
0.11% of portfolio
|
Q4 2024
Reduced 17.85%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,559
shares
|
$2.29 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
4,555
shares
|
$2.29 Million
0.24% of portfolio
|
Q4 2024
Reduced 56.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,521
shares
|
$2.27 Million
0.22% of portfolio
|
Q3 2022
Reduced 1.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
4,504
shares
|
$2.26 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,498
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
4,496
shares
|
$2.26 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
4,493
shares
|
$2.26 Million
0.85% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
4,493
shares
|
$2.26 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.47%
|