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 3,955 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,070
shares
|
$301,889
0.36% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,069
shares
|
$301,607
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
1,068
shares
|
$301,325
0.28% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
1,068
shares
|
$301,325
0.04% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,066
shares
|
$300,761
0.03% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,065
shares
|
$300,479
0.02% of portfolio
|
Q2 2025
Added 33.63%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,064
shares
|
$300,196
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,060
shares
|
$299,068
4.26% of portfolio
|
Q1 2025
Added 68.52%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$298,221
0.06% of portfolio
|
Q2 2025
Reduced 90.53%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$298,221
0.09% of portfolio
|
Q2 2025
Added 65.41%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
1,054
shares
|
$297,375
0.44% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$297,093
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,051
shares
|
$296,529
0.38% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,050
shares
|
$296,247
0.15% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
1,050
shares
|
$296,247
0.49% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
1,049
shares
|
$295,964
0.02% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,048
shares
|
$295,682
0.37% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$295,400
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$295,400
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$295,400
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
1,047
shares
|
$295,400
0.17% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,046
shares
|
$295,118
0.24% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$294,836
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$294,836
0.1% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$293,989
0.08% of portfolio
|
Q2 2023
Added 8.43%
|