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 |
|---|---|---|---|---|---|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$896,061
0.13% of portfolio
|
Q3 2024
Reduced 79.62%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,680
shares
|
$896,061
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,677
shares
|
$894,461
0.59% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,675
shares
|
$893,394
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$892,861
0.33% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,672
shares
|
$891,794
0.11% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
1,671
shares
|
$891,261
0.12% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,671
shares
|
$891,261
0.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,662
shares
|
$886,460
0.24% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
1,662
shares
|
$886,460
0.32% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,661
shares
|
$885,927
0.38% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,660
shares
|
$885,394
0.51% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
1,659
shares
|
$884,860
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
1,658
shares
|
$884,327
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,655
shares
|
$882,727
0.25% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,654
shares
|
$882,193
0.01% of portfolio
|
Q4 2024
Reduced 14.83%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
1,652
shares
|
$881,127
0.36% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
1,650
shares
|
$880,060
0.74% of portfolio
|
Q4 2024
Reduced 19.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,650
shares
|
$880,060
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,647
shares
|
$878,460
0.13% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
1,645
shares
|
$877,393
0.27% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
1,645
shares
|
$877,393
0.58% of portfolio
|
Q3 2024
Added 37.31%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,645
shares
|
$877,393
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,640
shares
|
$874,726
0.19% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,640
shares
|
$874,726
0.1% of portfolio
|
Q4 2024
Added 8.04%
|