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 |
|---|---|---|---|---|---|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
820
shares
|
$236,217
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
819
shares
|
$235,929
0.21% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
819
shares
|
$235,929
0.2% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
818
shares
|
$235,641
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
816
shares
|
$235,065
0.18% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
814
shares
|
$234,488
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
813
shares
|
$234,200
0.05% of portfolio
|
Q1 2025
Added 60.36%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
812
shares
|
$233,912
0.23% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
811
shares
|
$233,624
0.01% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
811
shares
|
$233,624
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
811
shares
|
$233,624
0.08% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
810
shares
|
$233,336
0.21% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
809
shares
|
$233,048
0.13% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
809
shares
|
$233,048
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
805
shares
|
$231,896
0.04% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
804
shares
|
$231,608
0.12% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
803
shares
|
$231,320
0.03% of portfolio
|
Q2 2025
Reduced 63.89%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$231,320
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
801
shares
|
$230,744
0.16% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
800
shares
|
$230,456
0.13% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$230,456
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
800
shares
|
$230,456
0.04% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
799
shares
|
$230,167
0.26% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
799
shares
|
$230,167
0.13% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
798
shares
|
$229,879
0.09% of portfolio
|
Q1 2025
Added 0.38%
|