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 |
|---|---|---|---|---|---|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
989
shares
|
$279,036
0.04% of portfolio
|
Q2 2025
Added 132.71%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
989
shares
|
$279,036
0.52% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
988
shares
|
$278,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
988
shares
|
$278,754
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
May 09, 2025 Q1 2025 |
987
shares
|
$278,472
0.41% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$278,472
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
986
shares
|
$278,190
0.17% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Palmer Knight CO
|
May 06, 2025 Q1 2025 |
985
shares
|
$277,907
0.26% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
984
shares
|
$277,625
0.11% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
983
shares
|
$277,343
0.04% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
981
shares
|
$276,779
0.26% of portfolio
|
Q1 2025
Added 44.05%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
978
shares
|
$275,932
0.63% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
978
shares
|
$275,932
0.06% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
978
shares
|
$275,932
0.14% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
975
shares
|
$275,086
0.04% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$275,086
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
974
shares
|
$274,804
0.25% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
970
shares
|
$273,675
0.07% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
969
shares
|
$273,393
0.24% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
967
shares
|
$272,829
0.07% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
966
shares
|
$272,547
0.13% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
966
shares
|
$272,547
0.14% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
966
shares
|
$272,547
0.27% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
964
shares
|
$271,982
0.04% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
964
shares
|
$271,982
0.1% of portfolio
|
Q1 2025
Added 8.19%
|