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 3,900 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 $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,285
shares
|
$357,975
0.31% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,283
shares
|
$357,418
0.09% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,281
shares
|
$356,860
0.07% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
1,281
shares
|
$356,860
0.33% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,281
shares
|
$356,860
0.54% of portfolio
|
Q1 2025
Reduced 39.4%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
1,280
shares
|
$356,582
0.1% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
1,280
shares
|
$356,582
0.28% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
1,278
shares
|
$356,025
0.14% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,275
shares
|
$355,189
0.48% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
1,274
shares
|
$354,910
0.78% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,272
shares
|
$354,353
0.2% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,271
shares
|
$354,075
0.33% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,270
shares
|
$353,796
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$353,796
0.15% of portfolio
|
Q1 2023
Added 2.42%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
1,268
shares
|
$353,239
0.18% of portfolio
|
Q3 2023
Added 0.08%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
1,265
shares
|
$352,403
0.6% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,264
shares
|
$352,125
0.07% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,263
shares
|
$351,846
0.14% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,262
shares
|
$351,567
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,260
shares
|
$351,010
0.23% of portfolio
|
Q1 2025
Reduced 94.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,258
shares
|
$350,453
0.03% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,257
shares
|
$350,175
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
1,256
shares
|
$349,896
0.17% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,255
shares
|
$349,617
0.06% of portfolio
|
Q2 2025
Reduced 42.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,254
shares
|
$349,339
0.03% of portfolio
|
Q3 2023
Reduced 4.49%
|