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 |
|---|---|---|---|---|---|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
700
shares
|
$243,523
0.14% of portfolio
|
Q2 2025
Reduced 61.69%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
700
shares
|
$243,523
0.07% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$243,175
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
699
shares
|
$243,175
0.1% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
698
shares
|
$242,827
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
697
shares
|
$242,479
0.17% of portfolio
|
Q2 2025
Reduced 83.16%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
693
shares
|
$241,087
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
693
shares
|
$241,087
0.13% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
693
shares
|
$241,087
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
691
shares
|
$240,391
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
690
shares
|
$240,044
0.1% of portfolio
|
Q2 2025
Added 16.95%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
690
shares
|
$240,044
0.01% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$239,348
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
688
shares
|
$239,348
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
687
shares
|
$239,000
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
687
shares
|
$239,000
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
687
shares
|
$239,000
0.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
685
shares
|
$238,304
0.07% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
685
shares
|
$238,304
0.34% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
684
shares
|
$237,956
0.06% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
682
shares
|
$237,260
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
682
shares
|
$237,260
0.08% of portfolio
|
Q2 2025
Reduced 52.64%
|
|
|
Leisure Capital Management
|
Aug 14, 2025 Q2 2025 |
681
shares
|
$236,913
0.08% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
680
shares
|
$236,565
0.05% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
679
shares
|
$236,217
0.1% of portfolio
|
Q2 2025
Added 12.23%
|