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 4,024 institutions that hold shares in the stock, with a total of 786 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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
691
shares
|
$207,700
0.06% of portfolio
|
Q1 2025
Added 40.16%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
691
shares
|
$207,700
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$206,799
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
688
shares
|
$206,799
0.23% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
687
shares
|
$206,498
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
687
shares
|
$206,498
0.53% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
685
shares
|
$205,897
0.27% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
684
shares
|
$205,596
0.12% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
684
shares
|
$205,596
0.12% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
682
shares
|
$204,995
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
681
shares
|
$204,694
0.31% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
678
shares
|
$203,793
0.11% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
678
shares
|
$203,793
0.1% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
676
shares
|
$203,192
0.1% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
675
shares
|
$202,891
0.28% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
674
shares
|
$202,590
0.22% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
673
shares
|
$202,290
0.11% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
673
shares
|
$202,290
0.16% of portfolio
|
Q1 2025
Reduced 51.27%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
673
shares
|
$202,290
0.21% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
672
shares
|
$201,989
0.34% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
670
shares
|
$201,388
0.07% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
669
shares
|
$201,088
0.13% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
669
shares
|
$201,088
0.15% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
669
shares
|
$201,088
0.07% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
668
shares
|
$200,787
0.18% of portfolio
|
Q1 2025
New holding
|