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 3,900 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 $219 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
1,081
shares
|
$301,144
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
|
$301,144
0.2% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
1,079
shares
|
$300,587
1.5% of portfolio
|
Q3 2022
Reduced 8.17%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,078
shares
|
$300,309
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
|
$300,309
0.26% of portfolio
|
Q1 2023
Reduced 1.19%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
1,076
shares
|
$299,752
0.05% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,075
shares
|
$299,473
0.06% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
1,075
shares
|
$299,473
0.34% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,075
shares
|
$299,473
0.4% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,072
shares
|
$298,637
0.09% of portfolio
|
Q2 2025
Added 63.17%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,072
shares
|
$298,637
0.14% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,072
shares
|
$298,637
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,071
shares
|
$298,359
0.1% of portfolio
|
Q1 2025
Added 159.32%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
1,070
shares
|
$298,080
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,070
shares
|
$298,080
0.36% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,069
shares
|
$297,802
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
1,068
shares
|
$297,523
0.28% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,068
shares
|
$297,523
0.04% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,066
shares
|
$296,966
0.03% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,065
shares
|
$296,687
0.02% of portfolio
|
Q2 2025
Added 33.63%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,064
shares
|
$296,409
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,060
shares
|
$295,294
4.26% of portfolio
|
Q1 2025
Added 68.52%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$294,459
0.06% of portfolio
|
Q2 2025
Reduced 90.53%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$294,459
0.09% of portfolio
|
Q2 2025
Added 65.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,056
shares
|
$294,180
0.27% of portfolio
|
Q2 2025
Added 0.57%
|