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 4,051 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 $402 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
4,110
shares
|
$2.06 Million
0.63% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
4,101
shares
|
$2.06 Million
0.51% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
4,101
shares
|
$2.06 Million
0.55% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
4,096
shares
|
$2.06 Million
1.1% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
U S Wealth Group, Llc.
Woodbury, NY |
Feb 13, 2025 Q4 2024 |
4,094
shares
|
$2.06 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
4,083
shares
|
$2.05 Million
0.78% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jan 23, 2025 Q4 2024 |
4,081
shares
|
$2.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$2.04 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Feb 20, 2025 Q4 2024 |
4,065
shares
|
$2.04 Million
3.39% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
4,054
shares
|
$2.04 Million
0.74% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
4,047
shares
|
$2.03 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
4,034
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
4,034
shares
|
$2.03 Million
0.67% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
4,032
shares
|
$2.03 Million
1.23% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,028
shares
|
$2.02 Million
2.09% of portfolio
|
Q4 2023
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,019
shares
|
$2.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$2.01 Million
0.33% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
3,978
shares
|
$2 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
3,975
shares
|
$2 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
3,970
shares
|
$1.99 Million
0.72% of portfolio
|
Q4 2024
Added 80.05%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,969
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
3,968
shares
|
$1.99 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.32%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
3,957
shares
|
$1.99 Million
0.82% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
3,946
shares
|
$1.98 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
3,936
shares
|
$1.98 Million
1.04% of portfolio
|
Q4 2024
Added 28.0%
|