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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
714
shares
|
$205,681
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
712
shares
|
$205,105
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
712
shares
|
$205,105
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
711
shares
|
$204,817
0.05% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
711
shares
|
$204,817
0.17% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
709
shares
|
$204,241
0.15% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
708
shares
|
$203,953
0.08% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
708
shares
|
$203,953
0.07% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
708
shares
|
$203,953
0.19% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
707
shares
|
$203,665
0.06% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
707
shares
|
$203,665
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
707
shares
|
$203,665
0.12% of portfolio
|
Q2 2025
Reduced 27.93%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
707
shares
|
$203,665
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
704
shares
|
$202,801
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
704
shares
|
$202,801
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
701
shares
|
$201,937
0.09% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$201,937
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
700
shares
|
$201,649
0.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
700
shares
|
$201,649
0.29% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
700
shares
|
$201,649
0.06% of portfolio
|
Q1 2025
Reduced 87.73%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$201,360
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
699
shares
|
$201,360
0.1% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
699
shares
|
$201,360
0.06% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
697
shares
|
$200,784
0.15% of portfolio
|
Q1 2025
Reduced 26.71%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
697
shares
|
$200,784
0.26% of portfolio
|
Q1 2025
Reduced 7.31%
|