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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,710
shares
|
$908,317
0.67% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
1,710
shares
|
$908,317
0.39% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,702
shares
|
$904,068
0.3% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$900,881
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
1,695
shares
|
$900,350
0.39% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$900,350
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$900,350
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
1,694
shares
|
$899,818
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
1,694
shares
|
$899,818
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,693
shares
|
$899,287
0.18% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$898,225
0.05% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,688
shares
|
$896,631
0.02% of portfolio
|
Q3 2024
Added 135.75%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,684
shares
|
$894,507
0.17% of portfolio
|
Q4 2024
Added 14.17%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$892,382
0.13% of portfolio
|
Q3 2024
Reduced 79.62%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
1,680
shares
|
$892,382
0.12% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,677
shares
|
$890,788
0.59% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,675
shares
|
$889,726
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,674
shares
|
$889,195
0.33% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,672
shares
|
$888,132
0.09% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,672
shares
|
$888,132
0.11% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
1,671
shares
|
$887,601
0.12% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,671
shares
|
$887,601
0.61% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
1,669
shares
|
$886,539
0.16% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,664
shares
|
$883,883
0.34% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
1,662
shares
|
$882,821
0.24% of portfolio
|
Q4 2024
Reduced 4.92%
|