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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,975
shares
|
$1.56 Million
0.43% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,971
shares
|
$1.56 Million
0.04% of portfolio
|
Q4 2024
Added 77.37%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
2,968
shares
|
$1.55 Million
0.86% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,963
shares
|
$1.55 Million
0.42% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
2,963
shares
|
$1.55 Million
0.1% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
2,960
shares
|
$1.55 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.57%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$1.55 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,955
shares
|
$1.55 Million
0.73% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,953
shares
|
$1.55 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Groesbeck Investment Management Corp
|
Jan 27, 2025 Q4 2024 |
2,946
shares
|
$1.54 Million
1.94% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,944
shares
|
$1.54 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,944
shares
|
$1.54 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
2,933
shares
|
$1.54 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
2,930
shares
|
$1.53 Million
0.74% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
2,928
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,926
shares
|
$1.53 Million
0.53% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,923
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,921
shares
|
$1.53 Million
0.2% of portfolio
|
Q4 2024
Added 176.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,904
shares
|
$1.52 Million
0.13% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
2,903
shares
|
$1.52 Million
0.72% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,900
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
2,891
shares
|
$1.51 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,890
shares
|
$1.51 Million
0.2% of portfolio
|
Q4 2024
Added 300.83%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,884
shares
|
$1.51 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
2,882
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2024
New holding
|