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 |
|---|---|---|---|---|---|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
931
shares
|
$268,193
0.4% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
930
shares
|
$267,905
0.05% of portfolio
|
Q1 2025
Reduced 25.6%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
930
shares
|
$267,905
0.27% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
929
shares
|
$267,617
0.2% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
928
shares
|
$267,328
0.08% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
926
shares
|
$266,752
0.17% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
925
shares
|
$266,464
0.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
922
shares
|
$265,600
0.41% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
922
shares
|
$265,600
0.22% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
921
shares
|
$265,312
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
919
shares
|
$264,736
0.06% of portfolio
|
Q1 2025
Reduced 41.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
919
shares
|
$264,736
0.21% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
918
shares
|
$264,448
0.1% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
915
shares
|
$263,584
0.07% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
915
shares
|
$263,584
0.13% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
912
shares
|
$262,719
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
911
shares
|
$262,431
0.26% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
911
shares
|
$262,431
0.22% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
909
shares
|
$261,855
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$261,567
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$261,567
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
908
shares
|
$261,567
0.15% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$261,279
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
906
shares
|
$260,991
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$260,703
4.62% of portfolio
|
Q3 2022
Added 16.93%
|