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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
1,627
shares
|
$566,017
0.06% of portfolio
|
Q2 2025
Reduced 91.04%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,622
shares
|
$564,277
0.12% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
1,617
shares
|
$562,538
0.16% of portfolio
|
Q2 2025
Added 38.56%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
1,615
shares
|
$561,842
0.12% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
1,605
shares
|
$558,363
0.34% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,603
shares
|
$557,667
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
1,603
shares
|
$557,667
0.33% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
1,602
shares
|
$557,319
0.07% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,602
shares
|
$557,319
0.24% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$556,624
0.09% of portfolio
|
Q2 2025
Added 220.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$556,624
0.11% of portfolio
|
Q2 2025
Reduced 67.72%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,594
shares
|
$554,536
0.18% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,592
shares
|
$553,840
0.06% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
1,592
shares
|
$553,840
0.3% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,580
shares
|
$549,666
0.02% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$548,970
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
1,578
shares
|
$548,970
0.1% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,575
shares
|
$547,926
0.25% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
1,573
shares
|
$547,230
0.15% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
1,567
shares
|
$545,143
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,563
shares
|
$543,752
0.02% of portfolio
|
Q2 2025
Added 85.63%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,555
shares
|
$540,968
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,555
shares
|
$540,968
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,552
shares
|
$539,925
0.06% of portfolio
|
Q2 2025
Added 250.34%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,552
shares
|
$539,925
0.2% of portfolio
|
Q2 2025
Added 34.72%
|