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 |
|---|---|---|---|---|---|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
365
shares
|
$126,979
0.17% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
364
shares
|
$126,631
0.03% of portfolio
|
Q2 2025
Reduced 97.49%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
364
shares
|
$126,631
0.04% of portfolio
|
Q2 2025
Added 94.65%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
362
shares
|
$125,936
0.08% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
361
shares
|
$125,588
0.03% of portfolio
|
Q2 2025
Added 22.37%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
360
shares
|
$125,240
0.0% of portfolio
|
Q1 2025
Added 90.56%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
355
shares
|
$123,500
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
355
shares
|
$123,500
0.1% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$122,457
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
352
shares
|
$122,457
0.04% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
350
shares
|
$121,761
0.07% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
350
shares
|
$121,761
0.02% of portfolio
|
Q2 2025
Added 39.44%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
350
shares
|
$121,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
345
shares
|
$120,022
0.01% of portfolio
|
Q2 2025
Reduced 53.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
344
shares
|
$119,674
0.03% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
342
shares
|
$118,978
0.15% of portfolio
|
Q2 2025
Reduced 65.87%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
336
shares
|
$116,891
0.11% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
332
shares
|
$115,499
0.06% of portfolio
|
Q2 2025
Reduced 21.33%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
329
shares
|
$114,455
0.05% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
324
shares
|
$112,716
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
324
shares
|
$112,716
0.12% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
320
shares
|
$111,324
0.06% of portfolio
|
Q2 2025
Reduced 81.83%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
317
shares
|
$110,281
0.02% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
306
shares
|
$106,454
0.05% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
306
shares
|
$106,454
0.17% of portfolio
|
Q1 2025
Added 0.33%
|