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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
4,352
shares
|
$2.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,352
shares
|
$2.19 Million
0.27% of portfolio
|
Q4 2024
Added 31.4%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
4,351
shares
|
$2.19 Million
1.95% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
4,345
shares
|
$2.18 Million
0.72% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Radnor Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,344
shares
|
$2.18 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,343
shares
|
$2.18 Million
0.23% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
4,341
shares
|
$2.18 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
4,332
shares
|
$2.18 Million
1.28% of portfolio
|
Q4 2024
Reduced 63.18%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,327
shares
|
$2.17 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
4,322
shares
|
$2.17 Million
0.82% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,319
shares
|
$2.17 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
4,315
shares
|
$2.17 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
4,302
shares
|
$2.16 Million
1.25% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
4,297
shares
|
$2.16 Million
0.28% of portfolio
|
Q4 2024
Added 13.71%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,292
shares
|
$2.16 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
4,292
shares
|
$2.16 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
4,285
shares
|
$2.15 Million
0.61% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
4,274
shares
|
$2.15 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,274
shares
|
$2.15 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,269
shares
|
$2.14 Million
1.02% of portfolio
|
Q4 2024
Reduced 11.94%
|
|
|
Inkwell Capital LLC
Miami, FL |
Feb 12, 2025 Q4 2024 |
4,266
shares
|
$2.14 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,262
shares
|
$2.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
4,260
shares
|
$2.14 Million
0.92% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
4,259
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2023
Added 8.73%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,250
shares
|
$2.14 Million
0.23% of portfolio
|
Q4 2024
Added 3.41%
|