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 |
|---|---|---|---|---|---|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
582
shares
|
$174,937
0.14% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
580
shares
|
$174,336
0.05% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
580
shares
|
$174,336
0.14% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
579
shares
|
$174,035
0.17% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
578
shares
|
$173,735
0.12% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
578
shares
|
$173,735
0.2% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
576
shares
|
$173,134
0.08% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
575
shares
|
$172,833
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
575
shares
|
$172,833
0.1% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
574
shares
|
$172,532
0.18% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
574
shares
|
$172,532
0.25% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
573
shares
|
$172,232
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
571
shares
|
$171,631
0.09% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
570
shares
|
$171,330
0.05% of portfolio
|
Q3 2022
Reduced 34.33%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
568
shares
|
$170,729
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
568
shares
|
$170,729
0.31% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
567
shares
|
$170,428
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
567
shares
|
$170,428
0.34% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
566
shares
|
$170,128
0.04% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
566
shares
|
$170,128
0.35% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
564
shares
|
$169,527
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
563
shares
|
$169,226
0.23% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
562
shares
|
$168,925
0.09% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
561
shares
|
$168,625
0.22% of portfolio
|
Q4 2024
Reduced 47.13%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
561
shares
|
$168,625
0.21% of portfolio
|
Q1 2025
Reduced 9.37%
|