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 |
|---|---|---|---|---|---|
|
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
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
599
shares
|
$180,047
0.03% of portfolio
|
Q1 2025
Reduced 19.27%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
598
shares
|
$179,746
0.05% of portfolio
|
Q1 2025
Reduced 18.64%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
597
shares
|
$179,446
0.03% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
597
shares
|
$179,446
0.27% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
595
shares
|
$178,845
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
593
shares
|
$178,243
0.19% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
593
shares
|
$178,243
0.08% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
592
shares
|
$177,943
0.06% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
591
shares
|
$177,642
0.16% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
590
shares
|
$177,342
0.12% of portfolio
|
Q4 2024
Reduced 56.13%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
590
shares
|
$177,342
0.17% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
590
shares
|
$177,342
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
590
shares
|
$177,342
0.21% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
588
shares
|
$176,741
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
588
shares
|
$176,741
0.14% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
587
shares
|
$176,440
0.07% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
587
shares
|
$176,440
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
584
shares
|
$175,538
0.11% of portfolio
|
Q1 2025
Added 31.24%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$175,538
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
583
shares
|
$175,238
0.17% of portfolio
|
Q1 2025
Reduced 69.84%
|