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 |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
4,248
shares
|
$2.13 Million
0.19% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
4,243
shares
|
$2.13 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
4,243
shares
|
$2.13 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
4,227
shares
|
$2.12 Million
28.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,223
shares
|
$2.12 Million
0.12% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,211
shares
|
$2.12 Million
0.78% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,208
shares
|
$2.11 Million
0.81% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
4,199
shares
|
$2.11 Million
0.85% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,193
shares
|
$2.11 Million
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
4,181
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Oak Associates LTD
Akron, OH |
Feb 13, 2025 Q4 2024 |
4,169
shares
|
$2.09 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.34%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$2.09 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,159
shares
|
$2.09 Million
0.42% of portfolio
|
Q4 2024
Reduced 12.13%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,152
shares
|
$2.09 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
4,147
shares
|
$2.08 Million
0.04% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
4,145
shares
|
$2.08 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$2.08 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
4,135
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 31.84%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
4,133
shares
|
$2.08 Million
0.82% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,126
shares
|
$2.07 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,123
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Added 89.65%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
4,122
shares
|
$2.07 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,122
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
4,118
shares
|
$2.07 Million
0.44% of portfolio
|
Q4 2024
Added 26.16%
|