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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
123
shares
|
$42,790
0.01% of portfolio
|
Q2 2025
Added 80.88%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
123
shares
|
$42,790
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$41,746
0.01% of portfolio
|
Q1 2025
Added 5900.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
119
shares
|
$41,398
0.03% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
117
shares
|
$40,703
0.0% of portfolio
|
Q1 2025
Reduced 88.89%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
115
shares
|
$40,007
0.01% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
113
shares
|
$39,311
0.0% of portfolio
|
Q2 2025
Reduced 94.92%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
110
shares
|
$38,267
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
109
shares
|
$37,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$36,876
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$36,528
0.01% of portfolio
|
Q2 2025
Added 69.35%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
104
shares
|
$36,180
0.02% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$34,789
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$34,789
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
100
shares
|
$34,789
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100
shares
|
$34,789
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
100
shares
|
$34,789
0.02% of portfolio
|
Q2 2025
Reduced 13.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
96
shares
|
$33,397
0.01% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
96
shares
|
$33,397
0.0% of portfolio
|
Q2 2025
Reduced 90.68%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
94
shares
|
$32,701
0.11% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
94
shares
|
$32,701
0.02% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
94
shares
|
$32,701
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
93
shares
|
$32,353
0.01% of portfolio
|
Q2 2025
Reduced 45.93%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
91
shares
|
$31,657
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
88
shares
|
$30,614
0.01% of portfolio
|
Q2 2025
Reduced 38.46%
|