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 4,071 institutions that hold shares in the stock, with a total of 788 Million shares, which have been reported (via 13F filing form) to have a value of $379 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,090
shares
|
$1.01 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
2,088
shares
|
$1 Million
0.4% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,086
shares
|
$1 Million
0.33% of portfolio
|
Q2 2024
Added 20.16%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,083
shares
|
$1 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
2,076
shares
|
$998,784
0.19% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
2,076
shares
|
$998,784
0.12% of portfolio
|
Q4 2024
Added 42.19%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,075
shares
|
$998,303
0.41% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,070
shares
|
$995,897
0.22% of portfolio
|
Q4 2024
Added 108.46%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,069
shares
|
$995,416
0.07% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,064
shares
|
$993,011
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,062
shares
|
$992,048
0.37% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,061
shares
|
$991,567
0.34% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$991,086
0.06% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,060
shares
|
$991,086
0.12% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,060
shares
|
$991,086
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,059
shares
|
$990,605
0.13% of portfolio
|
Q4 2024
Reduced 30.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
2,058
shares
|
$990,124
0.26% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,057
shares
|
$989,643
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
2,053
shares
|
$987,718
0.31% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
2,052
shares
|
$987,237
0.09% of portfolio
|
Q4 2024
Added 36.89%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,050
shares
|
$986,275
0.34% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
2,049
shares
|
$985,794
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
2,044
shares
|
$983,388
0.81% of portfolio
|
Q2 2024
Reduced 5.76%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
2,044
shares
|
$983,388
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,042
shares
|
$982,426
0.72% of portfolio
|
Q3 2022
Added 216.1%
|