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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
87
shares
|
$30,266
0.01% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
87
shares
|
$30,266
0.03% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$29,570
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$29,570
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
85
shares
|
$29,570
0.01% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$28,874
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
83
shares
|
$28,874
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
80
shares
|
$27,831
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
80
shares
|
$27,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
80
shares
|
$27,831
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
77
shares
|
$26,787
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$26,439
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
76
shares
|
$26,439
0.01% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
75
shares
|
$26,091
0.01% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
74
shares
|
$25,743
0.01% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
74
shares
|
$25,743
0.02% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
71
shares
|
$24,700
0.0% of portfolio
|
Q2 2025
Reduced 79.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
69
shares
|
$24,004
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
67
shares
|
$23,308
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
67
shares
|
$23,308
0.01% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
66
shares
|
$22,960
0.01% of portfolio
|
Q2 2025
Added 288.24%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
65
shares
|
$22,612
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
63
shares
|
$21,917
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
62
shares
|
$21,569
0.0% of portfolio
|
Q2 2025
Reduced 85.34%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
62
shares
|
$21,569
0.0% of portfolio
|
Q1 2025
Added 416.67%
|