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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,268
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 61.24%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,268
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2024
Added 208.99%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,266
shares
|
$1.2 Million
1.23% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,265
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2024
Added 45.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
2,263
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jan 29, 2025 Q4 2024 |
2,262
shares
|
$1.2 Million
4.66% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,248
shares
|
$1.19 Million
0.38% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,243
shares
|
$1.19 Million
0.25% of portfolio
|
Q4 2024
Reduced 65.02%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
2,238
shares
|
$1.19 Million
0.43% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,235
shares
|
$1.19 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
2,226
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$1.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,226
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
2,225
shares
|
$1.18 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
2,220
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
2,218
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
2,209
shares
|
$1.17 Million
0.35% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
2,207
shares
|
$1.17 Million
0.14% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
2,201
shares
|
$1.17 Million
0.51% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$1.17 Million
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$1.17 Million
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
2,192
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,186
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.49%
|