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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
1,873
shares
|
$994,900
0.25% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,871
shares
|
$993,837
0.08% of portfolio
|
Q4 2024
Added 21.73%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
1,870
shares
|
$993,306
0.18% of portfolio
|
Q4 2024
Reduced 60.42%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,867
shares
|
$991,713
0.32% of portfolio
|
Q2 2024
Reduced 16.2%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
1,865
shares
|
$990,650
0.19% of portfolio
|
Q4 2024
Added 190.5%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
1,864
shares
|
$990,119
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,863
shares
|
$989,588
0.1% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,863
shares
|
$989,588
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,862
shares
|
$989,057
0.34% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Feb 10, 2025 Q4 2024 |
1,862
shares
|
$989,057
0.64% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,857
shares
|
$986,401
0.6% of portfolio
|
Q4 2024
Added 40.68%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
1,857
shares
|
$986,401
1.09% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
1,857
shares
|
$986,401
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
1,855
shares
|
$985,338
0.16% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jan 24, 2025 Q4 2024 |
1,849
shares
|
$982,151
0.65% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,849
shares
|
$982,151
0.27% of portfolio
|
Q4 2024
Reduced 13.11%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,848
shares
|
$981,620
0.26% of portfolio
|
Q4 2024
Reduced 84.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,845
shares
|
$980,027
0.07% of portfolio
|
Q4 2024
Reduced 61.98%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,845
shares
|
$980,027
0.44% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
1,843
shares
|
$978,964
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
1,839
shares
|
$976,840
0.59% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,835
shares
|
$974,715
0.16% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
1,834
shares
|
$974,184
0.32% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,834
shares
|
$974,184
0.06% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,829
shares
|
$971,528
0.39% of portfolio
|
Q4 2024
Added 2.81%
|