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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,935
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,929
shares
|
$1.97 Million
0.65% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
3,927
shares
|
$1.97 Million
2.55% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
3,920
shares
|
$1.97 Million
0.51% of portfolio
|
Q4 2024
Reduced 34.45%
|
|
|
Murphy Pohlad Asset Management LLC
|
Jan 23, 2025 Q4 2024 |
3,918
shares
|
$1.97 Million
0.86% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
3,905
shares
|
$1.96 Million
1.33% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,903
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,900
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,892
shares
|
$1.96 Million
0.45% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
3,891
shares
|
$1.95 Million
0.67% of portfolio
|
Q4 2024
Added 26.7%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,883
shares
|
$1.95 Million
0.46% of portfolio
|
Q1 2024
Added 6.79%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
3,877
shares
|
$1.95 Million
0.69% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
3,869
shares
|
$1.94 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,868
shares
|
$1.94 Million
0.61% of portfolio
|
Q4 2024
Reduced 67.11%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
3,866
shares
|
$1.94 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,864
shares
|
$1.94 Million
0.69% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
3,858
shares
|
$1.94 Million
0.68% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,855
shares
|
$1.94 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,852
shares
|
$1.94 Million
1.54% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,850
shares
|
$1.93 Million
0.13% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
3,848
shares
|
$1.93 Million
0.57% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
3,848
shares
|
$1.93 Million
1.2% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
3,835
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 59.33%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,824
shares
|
$1.92 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
3,809
shares
|
$1.91 Million
1.28% of portfolio
|
Q4 2024
Added 2.5%
|