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 |
|---|---|---|---|---|---|
|
Winslow Capital Management, LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
668
shares
|
$200,787
0.0% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
667
shares
|
$200,486
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
663
shares
|
$199,284
0.01% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
663
shares
|
$199,284
0.24% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
662
shares
|
$198,983
0.08% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
660
shares
|
$198,382
0.24% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
659
shares
|
$198,082
0.15% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
659
shares
|
$198,082
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
659
shares
|
$198,082
0.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
658
shares
|
$197,781
0.06% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
657
shares
|
$197,481
0.1% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
657
shares
|
$197,481
0.07% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
656
shares
|
$197,180
0.03% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
656
shares
|
$197,180
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
654
shares
|
$196,579
0.22% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
653
shares
|
$196,278
0.1% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
652
shares
|
$195,978
0.12% of portfolio
|
Q1 2025
Reduced 70.87%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
651
shares
|
$195,677
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
650
shares
|
$195,377
0.08% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
650
shares
|
$195,377
0.06% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
650
shares
|
$195,377
0.24% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
649
shares
|
$195,076
0.23% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
647
shares
|
$194,475
0.06% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
647
shares
|
$194,475
0.17% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
647
shares
|
$194,475
0.17% of portfolio
|
Q2 2025
Reduced 7.31%
|