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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,017
shares
|
$286,936
0.2% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
1,017
shares
|
$286,936
0.29% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,016
shares
|
$286,654
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,015
shares
|
$286,372
0.05% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,013
shares
|
$285,807
0.11% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
1,012
shares
|
$285,525
0.38% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,012
shares
|
$285,525
0.04% of portfolio
|
Q2 2025
Reduced 42.07%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,010
shares
|
$284,961
0.29% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,007
shares
|
$284,114
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,007
shares
|
$284,114
0.32% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,006
shares
|
$283,832
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,005
shares
|
$283,550
0.03% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,002
shares
|
$282,704
0.16% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,002
shares
|
$282,704
0.39% of portfolio
|
Q1 2025
Added 159.59%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
1,000
shares
|
$282,140
0.25% of portfolio
|
Q4 2024
Reduced 62.96%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,000
shares
|
$282,140
0.36% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
1,000
shares
|
$282,140
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
996
shares
|
$281,011
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
995
shares
|
$280,729
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
995
shares
|
$280,729
0.37% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
995
shares
|
$280,729
0.17% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
992
shares
|
$279,882
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$279,600
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
990
shares
|
$279,318
0.09% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$279,036
0.3% of portfolio
|
Q4 2023
New holding
|