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 4,034 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $412 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
2,293
shares
|
$1.15 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
2,293
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,277
shares
|
$1.14 Million
0.46% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
2,275
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,275
shares
|
$1.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
2,274
shares
|
$1.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 28.63%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,268
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Reduced 61.24%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,266
shares
|
$1.13 Million
1.23% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,265
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
Added 45.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
2,263
shares
|
$1.13 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
|
$1.13 Million
4.66% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,255
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,248
shares
|
$1.13 Million
0.38% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,243
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 65.02%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
2,241
shares
|
$1.12 Million
0.15% of portfolio
|
Q4 2024
Added 141.23%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
2,238
shares
|
$1.12 Million
0.43% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
2,235
shares
|
$1.12 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
2,226
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 28.65%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$1.11 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
2,226
shares
|
$1.11 Million
0.41% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
2,225
shares
|
$1.11 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
|
$1.11 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
|
$1.11 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
|
$1.11 Million
0.35% of portfolio
|
Q4 2024
Added 32.99%
|