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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
4,479
shares
|
$2.25 Million
0.43% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
4,478
shares
|
$2.25 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,468
shares
|
$2.24 Million
0.26% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
4,464
shares
|
$2.24 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,459
shares
|
$2.24 Million
0.76% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
4,456
shares
|
$2.24 Million
0.49% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,455
shares
|
$2.24 Million
0.6% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
4,447
shares
|
$2.23 Million
0.25% of portfolio
|
Q4 2024
Reduced 46.91%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
4,443
shares
|
$2.23 Million
0.37% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
4,440
shares
|
$2.23 Million
0.63% of portfolio
|
Q3 2024
Reduced 22.39%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
4,437
shares
|
$2.23 Million
0.22% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,433
shares
|
$2.23 Million
0.35% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Affinity Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,426
shares
|
$2.22 Million
1.88% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
4,414
shares
|
$2.22 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,414
shares
|
$2.22 Million
1.16% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
4,413
shares
|
$2.22 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,397
shares
|
$2.21 Million
1.1% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
4,396
shares
|
$2.21 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
4,393
shares
|
$2.21 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,386
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
4,380
shares
|
$2.2 Million
0.63% of portfolio
|
Q4 2024
Reduced 44.27%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,377
shares
|
$2.2 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
4,371
shares
|
$2.2 Million
0.89% of portfolio
|
Q4 2023
Reduced 2.61%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
4,370
shares
|
$2.2 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
4,356
shares
|
$2.19 Million
0.4% of portfolio
|
Q4 2024
Reduced 20.15%
|