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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
496
shares
|
$172,553
0.01% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
486
shares
|
$169,074
0.11% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$168,726
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
485
shares
|
$168,726
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
485
shares
|
$168,726
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
482
shares
|
$167,682
0.06% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
482
shares
|
$167,682
0.16% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
475
shares
|
$165,247
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
474
shares
|
$164,899
0.03% of portfolio
|
Q2 2025
Added 96.68%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
471
shares
|
$163,856
0.02% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
469
shares
|
$163,160
0.06% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
467
shares
|
$162,464
0.04% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
467
shares
|
$162,464
0.05% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
466
shares
|
$162,116
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$158,985
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$156,550
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$156,202
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$155,506
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
447
shares
|
$155,506
0.01% of portfolio
|
Q2 2025
Reduced 88.94%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$155,506
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
442
shares
|
$153,767
0.14% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
440
shares
|
$153,071
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
439
shares
|
$152,723
0.13% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
438
shares
|
$152,375
0.02% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
438
shares
|
$152,375
0.07% of portfolio
|
Q2 2025
Added 0.46%
|