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 4,037 institutions that hold shares in the stock, with a total of 794 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
533
shares
|
$161,451
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
|
$161,451
0.12% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
533
shares
|
$161,451
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$161,148
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
530
shares
|
$160,542
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$159,936
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
526
shares
|
$159,330
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
526
shares
|
$159,330
0.18% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
525
shares
|
$159,027
0.17% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
524
shares
|
$158,724
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
524
shares
|
$158,724
0.28% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
524
shares
|
$158,724
0.05% of portfolio
|
Q1 2025
Added 86.48%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
520
shares
|
$157,513
0.06% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
520
shares
|
$157,513
0.02% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
520
shares
|
$157,513
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
519
shares
|
$157,210
0.07% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$156,604
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
517
shares
|
$156,604
0.25% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
515
shares
|
$155,998
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
515
shares
|
$155,998
0.06% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
514
shares
|
$155,695
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
513
shares
|
$155,392
0.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
511
shares
|
$154,787
0.07% of portfolio
|
Q2 2025
Added 322.31%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
510
shares
|
$154,484
0.2% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
510
shares
|
$154,484
0.15% of portfolio
|
Q1 2025
Reduced 99.81%
|