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 3,935 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 $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$330,465
0.03% of portfolio
|
Q1 2025
Reduced 90.38%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$330,465
0.18% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$330,180
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,157
shares
|
$329,895
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,154
shares
|
$329,040
0.09% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$328,754
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
1,153
shares
|
$328,754
0.14% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,152
shares
|
$328,469
0.28% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Dillon & Associates Inc
|
May 12, 2025 Q1 2025 |
1,150
shares
|
$327,899
0.09% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$327,044
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,147
shares
|
$327,044
0.1% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,144
shares
|
$326,188
0.06% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,142
shares
|
$325,618
0.3% of portfolio
|
Q2 2025
Added 124.8%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
1,140
shares
|
$325,048
0.15% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,139
shares
|
$324,763
0.21% of portfolio
|
Q2 2025
Reduced 67.13%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,137
shares
|
$324,192
0.04% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,136
shares
|
$323,907
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$323,622
0.02% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,135
shares
|
$323,622
0.19% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$323,622
0.2% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,133
shares
|
$323,052
0.22% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,131
shares
|
$322,482
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,131
shares
|
$322,482
0.4% of portfolio
|
Q1 2025
Added 24.7%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,126
shares
|
$321,056
0.07% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,126
shares
|
$321,056
0.03% of portfolio
|
Q1 2025
Reduced 8.16%
|