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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,042
shares
|
$293,989
0.22% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
1,041
shares
|
$293,707
0.29% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
1,038
shares
|
$292,861
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,038
shares
|
$292,861
0.05% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$292,861
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,035
shares
|
$292,014
0.43% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,034
shares
|
$291,732
0.29% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
1,034
shares
|
$291,732
0.27% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,033
shares
|
$291,450
0.21% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
1,032
shares
|
$291,168
0.02% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,030
shares
|
$290,604
0.0% of portfolio
|
Q1 2025
Added 27.16%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,030
shares
|
$290,604
0.16% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,029
shares
|
$290,322
0.1% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
1,028
shares
|
$290,039
0.04% of portfolio
|
Q2 2025
Added 109.8%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,027
shares
|
$289,757
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,026
shares
|
$289,475
0.31% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,026
shares
|
$289,475
0.18% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$289,193
0.05% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$288,911
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,024
shares
|
$288,911
0.3% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,021
shares
|
$288,064
0.11% of portfolio
|
Q2 2025
Added 163.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,021
shares
|
$288,064
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,020
shares
|
$287,782
0.07% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
1,018
shares
|
$287,218
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$287,218
0.18% of portfolio
|
Q4 2024
Reduced 6.09%
|