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 |
|---|---|---|---|---|---|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
1,550
shares
|
$539,229
0.1% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,546
shares
|
$537,837
0.07% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,545
shares
|
$537,490
0.05% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,544
shares
|
$537,142
0.2% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,543
shares
|
$536,794
0.08% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,542
shares
|
$536,446
0.1% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$535,750
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,540
shares
|
$535,750
0.11% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
1,536
shares
|
$534,359
0.17% of portfolio
|
Q2 2025
Reduced 35.24%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,535
shares
|
$534,011
0.11% of portfolio
|
Q2 2025
Reduced 57.85%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,535
shares
|
$534,011
0.13% of portfolio
|
Q2 2025
Added 59.56%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,533
shares
|
$533,315
0.04% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,529
shares
|
$531,923
0.21% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
1,528
shares
|
$531,575
0.07% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
1,528
shares
|
$531,575
0.09% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,526
shares
|
$530,880
0.16% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,525
shares
|
$530,532
0.18% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
1,523
shares
|
$529,836
0.29% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,521
shares
|
$529,140
0.15% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,519
shares
|
$528,444
0.14% of portfolio
|
Q1 2024
Added 92.77%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,517
shares
|
$527,749
0.04% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,514
shares
|
$526,705
0.14% of portfolio
|
Q2 2025
Added 302.66%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,512
shares
|
$526,009
0.02% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
1,508
shares
|
$524,618
1.24% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
1,506
shares
|
$523,922
0.62% of portfolio
|
Q2 2025
Reduced 1.83%
|