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 |
|---|---|---|---|---|---|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
623
shares
|
$187,261
0.03% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
623
shares
|
$187,261
0.26% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
622
shares
|
$186,960
0.25% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
621
shares
|
$186,660
0.16% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
619
shares
|
$186,059
0.07% of portfolio
|
Q1 2025
Reduced 92.0%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
619
shares
|
$186,059
0.07% of portfolio
|
Q1 2025
Added 59.13%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
618
shares
|
$185,758
0.25% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
617
shares
|
$185,457
0.25% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
612
shares
|
$183,954
1.7% of portfolio
|
Q1 2025
Reduced 72.94%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
611
shares
|
$183,654
0.02% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
611
shares
|
$183,654
0.02% of portfolio
|
Q1 2025
Reduced 92.77%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
611
shares
|
$183,654
0.12% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
610
shares
|
$183,353
0.11% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
608
shares
|
$182,752
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
608
shares
|
$182,752
0.11% of portfolio
|
Q1 2025
Reduced 39.68%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
607
shares
|
$182,452
0.04% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
607
shares
|
$182,452
0.09% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
606
shares
|
$182,151
0.03% of portfolio
|
Q4 2024
Added 38.36%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
605
shares
|
$181,850
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Coerente Capital Management
|
Apr 15, 2025 Q1 2025 |
605
shares
|
$181,850
0.06% of portfolio
|
Q2 2024
Added 39.08%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
605
shares
|
$181,850
0.09% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
605
shares
|
$181,850
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
604
shares
|
$181,550
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
602
shares
|
$180,949
0.13% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
601
shares
|
$180,648
0.1% of portfolio
|
Q1 2025
New holding
|