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 |
|---|---|---|---|---|---|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
483
shares
|
$146,305
0.1% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
483
shares
|
$146,305
0.09% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
483
shares
|
$146,305
0.21% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
482
shares
|
$146,002
0.06% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
482
shares
|
$146,002
0.08% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
482
shares
|
$146,002
0.16% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
481
shares
|
$145,699
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
480
shares
|
$145,396
0.15% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
480
shares
|
$145,396
0.27% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
480
shares
|
$145,396
0.28% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
479
shares
|
$145,093
0.02% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
477
shares
|
$144,488
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
475
shares
|
$143,882
0.05% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
475
shares
|
$143,882
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
472
shares
|
$142,973
0.05% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
471
shares
|
$142,670
0.02% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
471
shares
|
$142,670
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
469
shares
|
$142,064
0.07% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
469
shares
|
$142,064
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
469
shares
|
$142,064
0.16% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
468
shares
|
$141,761
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
466
shares
|
$141,156
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
463
shares
|
$140,247
0.04% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
462
shares
|
$139,944
0.2% of portfolio
|
Q1 2025
Reduced 29.14%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
461
shares
|
$139,641
0.12% of portfolio
|
Q1 2025
Added 9.76%
|