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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
980
shares
|
$340,932
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
978
shares
|
$340,236
0.34% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
978
shares
|
$340,236
0.06% of portfolio
|
Q2 2025
Added 38.33%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
976
shares
|
$339,540
0.29% of portfolio
|
Q2 2025
Added 3653.85%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
975
shares
|
$339,192
0.04% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$339,192
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
968
shares
|
$336,757
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
966
shares
|
$336,061
0.03% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
966
shares
|
$336,061
0.04% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
964
shares
|
$335,365
0.04% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
964
shares
|
$335,365
0.01% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
964
shares
|
$335,365
0.1% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
962
shares
|
$334,670
0.03% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
962
shares
|
$334,670
0.08% of portfolio
|
Q2 2025
Added 27.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
960
shares
|
$333,974
0.02% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
960
shares
|
$333,974
0.17% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
960
shares
|
$333,974
0.08% of portfolio
|
Q2 2025
Reduced 94.27%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$332,234
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
954
shares
|
$331,887
0.06% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
953
shares
|
$331,539
0.05% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
953
shares
|
$331,539
0.21% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
952
shares
|
$331,191
0.11% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
952
shares
|
$331,191
0.24% of portfolio
|
Q2 2025
Added 128.3%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
951
shares
|
$330,843
0.09% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
950
shares
|
$330,495
0.06% of portfolio
|
Q2 2025
Added 84.47%
|