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 |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,125
shares
|
$320,771
0.25% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,122
shares
|
$319,915
0.37% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,121
shares
|
$319,630
0.04% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,119
shares
|
$319,060
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,118
shares
|
$318,775
0.42% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,116
shares
|
$318,205
0.05% of portfolio
|
Q1 2025
Reduced 40.92%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
1,116
shares
|
$318,205
0.14% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,112
shares
|
$317,064
0.11% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$316,779
0.11% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,111
shares
|
$316,779
0.61% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,110
shares
|
$316,494
0.16% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
1,110
shares
|
$316,494
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
1,109
shares
|
$316,209
0.64% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
1,108
shares
|
$315,924
0.14% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,108
shares
|
$315,924
0.37% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,104
shares
|
$314,783
0.26% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
1,100
shares
|
$313,643
0.03% of portfolio
|
Q1 2025
Reduced 46.6%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
1,100
shares
|
$313,643
0.08% of portfolio
|
Q1 2025
Added 135.55%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
1,100
shares
|
$313,643
0.09% of portfolio
|
Q1 2025
Added 135.55%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,100
shares
|
$313,643
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
1,096
shares
|
$312,502
0.11% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,096
shares
|
$312,502
0.31% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,092
shares
|
$311,361
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,091
shares
|
$311,076
0.12% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
1,090
shares
|
$310,791
0.14% of portfolio
|
Q1 2025
Reduced 4.39%
|