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 |
|---|---|---|---|---|---|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
3,243
shares
|
$1.62 Million
0.2% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
3,239
shares
|
$1.62 Million
0.42% of portfolio
|
Q4 2024
Added 53883.33%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
3,238
shares
|
$1.62 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,229
shares
|
$1.62 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
3,227
shares
|
$1.62 Million
0.27% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
3,225
shares
|
$1.61 Million
1.23% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,223
shares
|
$1.61 Million
0.18% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
3,211
shares
|
$1.61 Million
0.77% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,210
shares
|
$1.61 Million
0.34% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
3,209
shares
|
$1.61 Million
0.89% of portfolio
|
Q4 2024
Added 20.19%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
3,203
shares
|
$1.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 60.55%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
3,198
shares
|
$1.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
3,193
shares
|
$1.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
3,192
shares
|
$1.6 Million
1.07% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,176
shares
|
$1.59 Million
0.28% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,175
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,164
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2024
Reduced 12.67%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
3,159
shares
|
$1.58 Million
0.37% of portfolio
|
Q4 2024
Added 273.85%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
3,151
shares
|
$1.58 Million
0.74% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,134
shares
|
$1.57 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
3,131
shares
|
$1.57 Million
0.76% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,129
shares
|
$1.57 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.6%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,125
shares
|
$1.56 Million
0.54% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
3,108
shares
|
$1.56 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.05%
|