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 |
|---|---|---|---|---|---|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,086
shares
|
$377,808
0.16% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
1,086
shares
|
$377,808
0.11% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,085
shares
|
$377,460
0.12% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,084
shares
|
$377,112
0.18% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$376,764
0.57% of portfolio
|
Q3 2023
Added 8.08%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,083
shares
|
$376,764
0.02% of portfolio
|
Q2 2025
Reduced 57.06%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,083
shares
|
$376,764
0.16% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,082
shares
|
$376,416
0.05% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,081
shares
|
$376,069
0.2% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Aug 11, 2025 Q2 2025 |
1,081
shares
|
$376,069
0.36% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$375,373
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
1,079
shares
|
$375,373
0.17% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
1,078
shares
|
$375,025
0.13% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
1,078
shares
|
$375,025
0.07% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,076
shares
|
$374,329
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$373,981
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$373,981
0.13% of portfolio
|
Q2 2025
Added 151.17%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,072
shares
|
$372,938
0.09% of portfolio
|
Q2 2025
Added 63.17%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,072
shares
|
$372,938
0.05% of portfolio
|
Q2 2025
Reduced 36.61%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,072
shares
|
$372,938
0.14% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,070
shares
|
$372,242
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
1,068
shares
|
$371,546
0.07% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
1,068
shares
|
$371,546
0.07% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,065
shares
|
$370,502
0.02% of portfolio
|
Q2 2025
Added 33.63%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
1,065
shares
|
$370,502
0.09% of portfolio
|
Q2 2025
Added 3.4%
|