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 |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
905
shares
|
$260,703
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
902
shares
|
$259,839
0.07% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$259,551
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$258,398
0.72% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
896
shares
|
$258,110
0.11% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
894
shares
|
$257,534
0.38% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
894
shares
|
$257,534
0.05% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$257,246
0.05% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
892
shares
|
$256,958
0.32% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$256,958
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
892
shares
|
$256,958
0.11% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
892
shares
|
$256,958
0.06% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
890
shares
|
$256,382
0.1% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
889
shares
|
$256,094
0.26% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
888
shares
|
$255,806
0.07% of portfolio
|
Q1 2025
Reduced 31.59%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
888
shares
|
$255,806
0.02% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
886
shares
|
$255,230
0.04% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
886
shares
|
$255,230
0.16% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
886
shares
|
$255,230
0.09% of portfolio
|
Q1 2025
Added 67.8%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
885
shares
|
$254,941
0.04% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
882
shares
|
$254,077
0.14% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
880
shares
|
$253,501
0.12% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
879
shares
|
$253,213
0.15% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
877
shares
|
$252,637
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
876
shares
|
$252,349
0.46% of portfolio
|
Q1 2025
Reduced 21.86%
|