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 4,045 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 $394 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
3,563
shares
|
$1.78 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
3,561
shares
|
$1.78 Million
0.44% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,559
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2024
Added 9.85%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,559
shares
|
$1.78 Million
0.5% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,553
shares
|
$1.78 Million
0.08% of portfolio
|
Q4 2024
Added 127.46%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,548
shares
|
$1.78 Million
0.42% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
3,547
shares
|
$1.78 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
3,542
shares
|
$1.77 Million
1.01% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Feb 18, 2025 Q4 2024 |
3,541
shares
|
$1.77 Million
1.64% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$1.77 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
3,526
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2024
Added 42.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,518
shares
|
$1.76 Million
0.25% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
3,518
shares
|
$1.76 Million
1.16% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
3,516
shares
|
$1.76 Million
0.76% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,514
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,514
shares
|
$1.76 Million
1.29% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$1.75 Million
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3,482
shares
|
$1.74 Million
0.92% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Feb 13, 2025 Q4 2024 |
3,475
shares
|
$1.74 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
3,470
shares
|
$1.74 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,467
shares
|
$1.74 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,459
shares
|
$1.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,458
shares
|
$1.73 Million
0.95% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Capital Management Associates
New York, NY |
Feb 10, 2025 Q4 2024 |
3,455
shares
|
$1.73 Million
2.24% of portfolio
|
Q4 2024
Added 186.96%
|