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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,349
shares
|
$1.68 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
3,339
shares
|
$1.67 Million
0.63% of portfolio
|
Q4 2024
Added 51.36%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,335
shares
|
$1.67 Million
0.38% of portfolio
|
Q4 2024
Reduced 17.72%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,335
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.52%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,334
shares
|
$1.67 Million
0.53% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
3,322
shares
|
$1.66 Million
0.34% of portfolio
|
Q4 2024
Reduced 12.19%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,319
shares
|
$1.66 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,317
shares
|
$1.66 Million
0.44% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,317
shares
|
$1.66 Million
0.46% of portfolio
|
Q1 2023
Added 24.84%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,315
shares
|
$1.66 Million
0.64% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
3,312
shares
|
$1.66 Million
1.1% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,302
shares
|
$1.65 Million
0.39% of portfolio
|
Q1 2024
Added 234.55%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,301
shares
|
$1.65 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Csu Producer Resources, Inc.
|
Feb 12, 2025 Q4 2024 |
3,300
shares
|
$1.65 Million
5.5% of portfolio
|
Q1 2021
Reduced 48.44%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
3,300
shares
|
$1.65 Million
1.67% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,300
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.06%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
3,300
shares
|
$1.65 Million
0.71% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
3,286
shares
|
$1.65 Million
0.46% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$1.64 Million
0.34% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jan 29, 2025 Q4 2024 |
3,271
shares
|
$1.64 Million
1.25% of portfolio
|
Q4 2024
Reduced 41.11%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,260
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
3,255
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 71.02%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,249
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,245
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 5.46%
|