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 |
|---|---|---|---|---|---|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
561
shares
|
$168,625
0.35% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
561
shares
|
$168,625
0.05% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
560
shares
|
$168,324
0.13% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
559
shares
|
$168,024
0.01% of portfolio
|
Q1 2025
Reduced 63.27%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
558
shares
|
$167,723
0.02% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
557
shares
|
$167,423
0.1% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
557
shares
|
$167,423
0.07% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$167,122
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
556
shares
|
$167,122
0.07% of portfolio
|
Q2 2024
Reduced 18.71%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
556
shares
|
$167,122
0.19% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
555
shares
|
$166,821
0.3% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
555
shares
|
$166,821
0.91% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$166,521
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
550
shares
|
$165,319
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
549
shares
|
$165,018
0.05% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
549
shares
|
$165,018
0.06% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$165,018
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
549
shares
|
$165,018
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$164,717
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
547
shares
|
$164,417
0.0% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
546
shares
|
$164,116
0.09% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
546
shares
|
$164,116
0.04% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$164,116
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
546
shares
|
$164,116
0.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
546
shares
|
$164,116
0.05% of portfolio
|
Q1 2025
Reduced 8.08%
|