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 |
|---|---|---|---|---|---|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
237
shares
|
$82,449
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
234
shares
|
$81,406
0.02% of portfolio
|
Q2 2025
Added 95.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$80,710
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
232
shares
|
$80,710
0.02% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
231
shares
|
$80,362
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
230
shares
|
$80,014
0.03% of portfolio
|
Q2 2025
Reduced 65.1%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
228
shares
|
$79,318
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
227
shares
|
$78,971
0.03% of portfolio
|
Q2 2025
Reduced 54.23%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
224
shares
|
$77,927
0.01% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
223
shares
|
$77,579
0.1% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Maj Invest Holding A
|
Jul 30, 2025 Q2 2025 |
222
shares
|
$77,231
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
221
shares
|
$76,883
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
215
shares
|
$74,796
0.02% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
214
shares
|
$74,448
0.02% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
210
shares
|
$73,056
0.0% of portfolio
|
Q2 2025
Reduced 51.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
209
shares
|
$72,709
0.01% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
204
shares
|
$70,969
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$69,925
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
200
shares
|
$69,578
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
200
shares
|
$69,578
0.05% of portfolio
|
Q1 2023
Reduced 16.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
199
shares
|
$69,230
0.05% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
198
shares
|
$68,882
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
198
shares
|
$68,882
0.01% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
193
shares
|
$67,142
0.01% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
191
shares
|
$66,446
0.02% of portfolio
|
Q2 2025
Added 1.06%
|