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 |
|---|---|---|---|---|---|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
646
shares
|
$194,174
0.35% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
645
shares
|
$193,874
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
644
shares
|
$193,573
0.16% of portfolio
|
Q1 2025
Reduced 86.14%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
644
shares
|
$193,573
0.37% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
643
shares
|
$193,272
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
641
shares
|
$192,671
0.22% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$192,371
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
639
shares
|
$192,070
0.09% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
636
shares
|
$191,168
0.08% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
636
shares
|
$191,168
0.05% of portfolio
|
Q1 2025
Added 43.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
636
shares
|
$191,168
0.07% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
636
shares
|
$191,168
0.15% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
636
shares
|
$191,168
0.13% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
636
shares
|
$191,168
0.05% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
633
shares
|
$190,267
0.3% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
633
shares
|
$190,267
0.17% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
632
shares
|
$189,966
0.36% of portfolio
|
Q1 2025
Reduced 53.29%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
631
shares
|
$189,665
0.07% of portfolio
|
Q1 2025
Reduced 79.27%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
628
shares
|
$188,764
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
628
shares
|
$188,764
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
627
shares
|
$188,463
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
626
shares
|
$188,163
0.07% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$187,862
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$187,862
0.04% of portfolio
|
Q1 2025
Reduced 95.97%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
624
shares
|
$187,561
0.06% of portfolio
|
Q1 2025
Added 6.85%
|