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 3,956 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
2,450
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,449
shares
|
$1.3 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,447
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 57.77%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,438
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
2,435
shares
|
$1.29 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
2,424
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 67.98%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,423
shares
|
$1.29 Million
0.81% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,422
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
2,419
shares
|
$1.28 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
2,418
shares
|
$1.28 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$1.28 Million
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
2,410
shares
|
$1.28 Million
0.06% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
2,410
shares
|
$1.28 Million
0.61% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
2,408
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 15.66%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
2,406
shares
|
$1.28 Million
1.57% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
2,405
shares
|
$1.28 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
2,404
shares
|
$1.28 Million
0.86% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
2,385
shares
|
$1.27 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,384
shares
|
$1.27 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
2,382
shares
|
$1.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
2,375
shares
|
$1.26 Million
0.06% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
2,375
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
2,368
shares
|
$1.26 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,367
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Feb 13, 2025 Q4 2024 |
2,364
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
New holding
|