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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,686
shares
|
$1.88 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,682
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,674
shares
|
$1.88 Million
0.04% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
3,673
shares
|
$1.88 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,673
shares
|
$1.88 Million
0.23% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$1.88 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
3,665
shares
|
$1.87 Million
0.24% of portfolio
|
Q4 2024
Reduced 27.05%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
3,648
shares
|
$1.86 Million
0.4% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$1.86 Million
1.76% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$1.86 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
3,637
shares
|
$1.86 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
3,634
shares
|
$1.86 Million
0.32% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
3,629
shares
|
$1.85 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$1.85 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
3,621
shares
|
$1.85 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
3,617
shares
|
$1.85 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$1.85 Million
1.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
3,613
shares
|
$1.85 Million
0.65% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,611
shares
|
$1.85 Million
0.76% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
3,607
shares
|
$1.84 Million
0.67% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,606
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,603
shares
|
$1.84 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,601
shares
|
$1.84 Million
1.13% of portfolio
|
Q4 2022
Added 1.49%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
3,595
shares
|
$1.84 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
3,591
shares
|
$1.84 Million
0.71% of portfolio
|
Q4 2024
Reduced 11.44%
|