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 |
|---|---|---|---|---|---|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
1,089
shares
|
$310,506
0.11% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,089
shares
|
$310,506
0.04% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,089
shares
|
$310,506
0.43% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
1,089
shares
|
$310,506
0.23% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,087
shares
|
$309,936
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,085
shares
|
$309,366
0.12% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
1,084
shares
|
$309,080
0.18% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,084
shares
|
$309,080
0.04% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$308,795
0.57% of portfolio
|
Q3 2023
Added 8.08%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,083
shares
|
$308,795
0.28% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
1,082
shares
|
$308,510
0.36% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
1,081
shares
|
$308,225
0.16% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,081
shares
|
$308,225
0.2% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$307,655
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$307,370
0.29% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
1,078
shares
|
$307,370
0.26% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,076
shares
|
$306,799
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,075
shares
|
$306,514
0.06% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
1,075
shares
|
$306,514
0.34% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$306,514
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,072
shares
|
$305,659
0.14% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,072
shares
|
$305,659
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,071
shares
|
$305,374
0.1% of portfolio
|
Q1 2025
Added 159.32%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,070
shares
|
$305,089
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,070
shares
|
$305,089
0.36% of portfolio
|
Q1 2025
Reduced 5.31%
|