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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,470
shares
|
$511,398
0.05% of portfolio
|
Q1 2025
Added 21.29%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
1,469
shares
|
$511,050
0.09% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,467
shares
|
$510,354
0.15% of portfolio
|
Q2 2025
Reduced 33.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,467
shares
|
$510,354
0.12% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
1,463
shares
|
$508,963
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
1,461
shares
|
$508,267
0.17% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,458
shares
|
$507,223
0.02% of portfolio
|
Q2 2025
Reduced 16.06%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,453
shares
|
$505,484
0.24% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,452
shares
|
$505,136
0.22% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,450
shares
|
$504,440
0.05% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,447
shares
|
$503,396
0.24% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,446
shares
|
$503,048
0.26% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,442
shares
|
$501,657
0.22% of portfolio
|
Q2 2024
Reduced 49.31%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
1,441
shares
|
$501,309
0.38% of portfolio
|
Q2 2025
Added 114.43%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,438
shares
|
$500,265
0.56% of portfolio
|
Q2 2022
Reduced 31.43%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,438
shares
|
$500,265
0.04% of portfolio
|
Q2 2025
Reduced 25.14%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,438
shares
|
$500,265
0.1% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,437
shares
|
$499,917
0.08% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
1,434
shares
|
$498,874
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
1,433
shares
|
$498,526
0.03% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,428
shares
|
$496,786
0.2% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$496,091
0.38% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1,423
shares
|
$495,047
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,423
shares
|
$495,047
0.08% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
1,420
shares
|
$494,003
0.21% of portfolio
|
Q2 2025
Reduced 9.09%
|