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 |
|---|---|---|---|---|---|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
2,708
shares
|
$1.42 Million
0.27% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,706
shares
|
$1.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$1.42 Million
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$1.41 Million
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,695
shares
|
$1.41 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$1.41 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
2,690
shares
|
$1.41 Million
0.98% of portfolio
|
Q1 2023
Reduced 56.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$1.41 Million
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Prudent Man Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,684
shares
|
$1.41 Million
0.5% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,683
shares
|
$1.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$1.4 Million
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
2,680
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,679
shares
|
$1.4 Million
1.08% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
2,673
shares
|
$1.4 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
2,669
shares
|
$1.4 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
2,663
shares
|
$1.39 Million
0.54% of portfolio
|
Q4 2024
Reduced 22.07%
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,661
shares
|
$1.39 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
2,661
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
2,655
shares
|
$1.39 Million
1.27% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,651
shares
|
$1.39 Million
0.88% of portfolio
|
Q4 2024
Reduced 89.69%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
2,650
shares
|
$1.39 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
2,649
shares
|
$1.39 Million
0.48% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,648
shares
|
$1.39 Million
0.53% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
2,648
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2024
Reduced 31.11%
|