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 3,879 institutions that hold shares in the stock, with a total of 776 Million shares, which have been reported (via 13F filing form) to have a value of $414 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
1,743
shares
|
$929,663
0.14% of portfolio
|
Q4 2024
Reduced 42.25%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$929,663
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,743
shares
|
$929,663
0.25% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,739
shares
|
$927,530
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,737
shares
|
$926,463
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,729
shares
|
$922,196
0.11% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
1,727
shares
|
$921,129
0.36% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,719
shares
|
$916,863
0.17% of portfolio
|
Q3 2024
Reduced 21.72%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
1,714
shares
|
$914,196
0.74% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,714
shares
|
$914,196
0.13% of portfolio
|
Q4 2024
Reduced 20.79%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,712
shares
|
$913,129
0.1% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,710
shares
|
$912,062
0.67% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,703
shares
|
$908,329
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,702
shares
|
$907,795
0.3% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$904,595
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,695
shares
|
$904,062
0.39% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$904,062
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$904,062
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
1,694
shares
|
$903,528
0.21% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
1,694
shares
|
$903,528
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,693
shares
|
$902,995
0.18% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$901,928
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
1,689
shares
|
$900,861
0.22% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,688
shares
|
$900,328
0.02% of portfolio
|
Q3 2024
Added 135.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$898,195
0.17% of portfolio
|
Q4 2024
Added 14.17%
|