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 3,961 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 $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
955
shares
|
$275,106
0.27% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
954
shares
|
$274,818
0.06% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
954
shares
|
$274,818
0.12% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
953
shares
|
$274,530
0.05% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
953
shares
|
$274,530
0.01% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
952
shares
|
$274,242
0.23% of portfolio
|
Q1 2025
Reduced 58.54%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
952
shares
|
$274,242
0.11% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
951
shares
|
$273,954
0.21% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
951
shares
|
$273,954
0.09% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
947
shares
|
$272,802
0.22% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
946
shares
|
$272,514
0.19% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
946
shares
|
$272,514
0.2% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$272,226
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
945
shares
|
$272,226
0.17% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
942
shares
|
$271,361
0.11% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
941
shares
|
$271,073
0.02% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
940
shares
|
$270,785
0.02% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
940
shares
|
$270,785
0.25% of portfolio
|
Q2 2025
Added 80.77%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
938
shares
|
$270,209
0.06% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
938
shares
|
$270,209
0.15% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
937
shares
|
$269,921
0.5% of portfolio
|
Q2 2024
Reduced 5.54%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
937
shares
|
$269,921
0.1% of portfolio
|
Q1 2025
Reduced 90.12%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
931
shares
|
$268,193
0.09% of portfolio
|
Q2 2025
Reduced 43.78%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
931
shares
|
$268,193
0.36% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
931
shares
|
$268,193
0.21% of portfolio
|
Q1 2025
Added 21.22%
|