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 |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
545
shares
|
$163,816
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
545
shares
|
$163,816
0.15% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
545
shares
|
$163,816
0.2% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
545
shares
|
$163,816
0.67% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
545
shares
|
$163,816
0.05% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
543
shares
|
$163,214
0.05% of portfolio
|
Q1 2025
Reduced 68.28%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$163,214
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
543
shares
|
$163,214
0.36% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
542
shares
|
$162,914
0.26% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
541
shares
|
$162,613
0.11% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
541
shares
|
$162,613
0.09% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$162,313
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
540
shares
|
$162,313
0.23% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
538
shares
|
$161,712
0.05% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
538
shares
|
$161,712
0.1% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
538
shares
|
$161,712
0.15% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
537
shares
|
$161,411
0.01% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
537
shares
|
$161,411
0.03% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
537
shares
|
$161,411
0.19% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
536
shares
|
$161,110
0.08% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
536
shares
|
$161,110
0.02% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
534
shares
|
$160,509
0.15% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
533
shares
|
$160,209
0.1% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
533
shares
|
$160,209
0.12% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
533
shares
|
$160,209
0.16% of portfolio
|
Q1 2025
New holding
|