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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
718
shares
|
$249,785
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
718
shares
|
$249,785
0.11% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
716
shares
|
$249,089
0.03% of portfolio
|
Q2 2025
Reduced 29.8%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$249,089
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
714
shares
|
$248,393
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
714
shares
|
$248,393
0.1% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
714
shares
|
$248,393
0.12% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
712
shares
|
$247,697
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
712
shares
|
$247,697
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
711
shares
|
$247,349
0.05% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
711
shares
|
$247,349
0.17% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
710
shares
|
$247,001
0.09% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
709
shares
|
$246,654
0.05% of portfolio
|
Q2 2025
Reduced 80.19%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
708
shares
|
$246,306
0.08% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
707
shares
|
$245,958
0.12% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
707
shares
|
$245,958
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
706
shares
|
$245,610
0.01% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
706
shares
|
$245,610
0.01% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
704
shares
|
$244,914
0.04% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
704
shares
|
$244,914
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
704
shares
|
$244,914
0.03% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
704
shares
|
$244,914
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Windle Wealth, LLC
Oklahoma City, OK |
Jul 23, 2025 Q2 2025 |
704
shares
|
$244,914
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$243,870
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
700
shares
|
$243,523
0.02% of portfolio
|
Q2 2025
Reduced 95.1%
|