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 |
|---|---|---|---|---|---|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
1,230
shares
|
$427,904
0.28% of portfolio
|
Q2 2025
Reduced 14.58%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,229
shares
|
$427,556
0.21% of portfolio
|
Q2 2025
Added 92.63%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,228
shares
|
$427,208
0.04% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,222
shares
|
$425,121
0.04% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
1,220
shares
|
$424,425
0.09% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,219
shares
|
$424,077
0.04% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$424,077
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,218
shares
|
$423,730
0.05% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$420,946
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
1,209
shares
|
$420,599
0.26% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$419,903
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,207
shares
|
$419,903
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$419,903
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,204
shares
|
$418,859
0.04% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
1,203
shares
|
$418,511
0.32% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
1,202
shares
|
$418,163
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,202
shares
|
$418,163
0.05% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
1,201
shares
|
$417,815
0.07% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,200
shares
|
$417,468
0.23% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$416,076
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
1,196
shares
|
$416,076
0.22% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,195
shares
|
$415,728
0.08% of portfolio
|
Q2 2025
Added 2555.56%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$414,684
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,192
shares
|
$414,684
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,189
shares
|
$413,641
0.09% of portfolio
|
Q2 2025
Added 92.71%
|