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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,506
shares
|
$523,922
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,505
shares
|
$523,574
0.31% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
1,501
shares
|
$522,182
0.03% of portfolio
|
Q2 2025
Added 85.08%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$521,835
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
1,499
shares
|
$521,487
0.01% of portfolio
|
Q2 2025
Added 200.4%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,497
shares
|
$520,791
0.07% of portfolio
|
Q2 2025
Added 127.51%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$520,443
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
1,494
shares
|
$519,747
0.09% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,494
shares
|
$519,747
0.01% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,493
shares
|
$519,399
0.04% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
1,491
shares
|
$518,703
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
1,490
shares
|
$518,356
0.22% of portfolio
|
Q2 2025
Reduced 42.32%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$517,660
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
1,487
shares
|
$517,312
0.32% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,486
shares
|
$516,964
0.32% of portfolio
|
Q2 2025
Added 164.88%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
1,486
shares
|
$516,964
0.18% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,484
shares
|
$516,268
0.49% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
1,481
shares
|
$515,225
0.37% of portfolio
|
Q2 2025
Reduced 57.42%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
1,480
shares
|
$514,877
0.12% of portfolio
|
Q2 2025
Added 118.93%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,479
shares
|
$514,529
0.02% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,479
shares
|
$514,529
0.06% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,478
shares
|
$514,181
0.05% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
1,476
shares
|
$513,485
0.03% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,476
shares
|
$513,485
0.19% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,470
shares
|
$511,398
0.57% of portfolio
|
Q2 2023
Added 5.45%
|