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 4,009 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
768
shares
|
$230,845
0.22% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
766
shares
|
$230,244
0.17% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
766
shares
|
$230,244
0.31% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
764
shares
|
$229,643
0.07% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
764
shares
|
$229,643
0.19% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$229,342
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
763
shares
|
$229,342
0.28% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
763
shares
|
$229,342
0.14% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
763
shares
|
$229,342
0.03% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
761
shares
|
$228,741
0.15% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
761
shares
|
$228,741
0.3% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
758
shares
|
$227,839
0.1% of portfolio
|
Q1 2025
Reduced 37.87%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
758
shares
|
$227,839
0.17% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
757
shares
|
$227,539
0.09% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
756
shares
|
$227,238
0.11% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
756
shares
|
$227,238
0.08% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
754
shares
|
$226,637
0.15% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
754
shares
|
$226,637
0.22% of portfolio
|
Q1 2025
Reduced 68.65%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
753
shares
|
$226,336
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
753
shares
|
$226,336
0.07% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
751
shares
|
$225,735
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
751
shares
|
$225,735
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
750
shares
|
$225,435
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
749
shares
|
$225,134
0.26% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$224,533
0.04% of portfolio
|
Q2 2023
Added 30.14%
|