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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
148
shares
|
$51,487
0.04% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
146
shares
|
$50,791
0.01% of portfolio
|
Q2 2025
Added 64.04%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
146
shares
|
$50,791
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$50,791
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
143
shares
|
$49,748
0.03% of portfolio
|
Q2 2025
Added 53.76%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
143
shares
|
$49,748
0.05% of portfolio
|
Q2 2025
Reduced 55.73%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
137
shares
|
$47,660
0.02% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
136
shares
|
$47,313
0.03% of portfolio
|
Q3 2024
Added 28.3%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
136
shares
|
$47,313
0.01% of portfolio
|
Q2 2025
Added 22.52%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
134
shares
|
$46,617
0.01% of portfolio
|
Q2 2025
Reduced 57.86%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
133
shares
|
$46,269
0.02% of portfolio
|
Q2 2025
Reduced 82.75%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
132
shares
|
$45,921
0.01% of portfolio
|
Q2 2025
Reduced 74.81%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
130
shares
|
$45,225
0.03% of portfolio
|
Q1 2023
Added 4.0%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
130
shares
|
$45,225
0.15% of portfolio
|
Q2 2023
Reduced 2.26%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
130
shares
|
$45,225
0.06% of portfolio
|
Q1 2023
Added 73.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
128
shares
|
$44,529
0.02% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
128
shares
|
$44,529
0.09% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
128
shares
|
$44,529
0.02% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
127
shares
|
$44,182
0.03% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
126
shares
|
$43,834
0.0% of portfolio
|
Q4 2023
Reduced 85.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
126
shares
|
$43,834
0.01% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
125
shares
|
$43,486
0.02% of portfolio
|
Q4 2024
Added 127.27%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
125
shares
|
$43,486
0.06% of portfolio
|
Q2 2025
Reduced 85.73%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
125
shares
|
$43,486
0.05% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
125
shares
|
$43,486
0.02% of portfolio
|
Q4 2024
New holding
|