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 4,015 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
3,101
shares
|
$1.62 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
3,090
shares
|
$1.62 Million
0.34% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Ar Asset Management Inc
|
Feb 03, 2025 Q4 2024 |
3,090
shares
|
$1.62 Million
0.35% of portfolio
|
Q3 2023
Added 137.69%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
3,090
shares
|
$1.62 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
3,083
shares
|
$1.61 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
3,076
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,073
shares
|
$1.61 Million
1.09% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,068
shares
|
$1.61 Million
0.4% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
3,057
shares
|
$1.6 Million
0.99% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
3,049
shares
|
$1.6 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,044
shares
|
$1.59 Million
0.31% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
3,043
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,026
shares
|
$1.58 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,025
shares
|
$1.58 Million
0.48% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jan 27, 2025 Q4 2024 |
3,020
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
3,019
shares
|
$1.58 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
3,018
shares
|
$1.58 Million
0.47% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,017
shares
|
$1.58 Million
0.73% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Independent Investors Inc
|
Jan 27, 2025 Q4 2024 |
3,015
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,011
shares
|
$1.58 Million
0.51% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$1.57 Million
0.46% of portfolio
|
Q1 2019
Added 200.0%
|
|
|
One68 Global Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$1.57 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,983
shares
|
$1.56 Million
0.72% of portfolio
|
Q4 2024
Reduced 42.27%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,981
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.06%
|