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 |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
440
shares
|
$133,280
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
439
shares
|
$132,977
0.17% of portfolio
|
Q1 2025
Reduced 76.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$132,068
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
436
shares
|
$132,068
0.04% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
436
shares
|
$132,068
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
435
shares
|
$131,765
0.03% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$131,765
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
434
shares
|
$131,462
0.02% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
432
shares
|
$130,857
0.06% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
432
shares
|
$130,857
0.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
431
shares
|
$130,554
0.2% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
431
shares
|
$130,554
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
430
shares
|
$130,251
0.01% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
430
shares
|
$130,251
0.01% of portfolio
|
Q1 2025
Reduced 21.39%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
430
shares
|
$130,251
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
430
shares
|
$130,251
0.18% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
429
shares
|
$129,948
0.09% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
429
shares
|
$129,948
0.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
428
shares
|
$129,645
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
428
shares
|
$129,645
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
428
shares
|
$129,645
0.09% of portfolio
|
Q1 2025
Reduced 91.6%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
427
shares
|
$129,342
0.21% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
427
shares
|
$129,342
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
427
shares
|
$129,342
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
427
shares
|
$129,342
0.04% of portfolio
|
Q4 2024
Reduced 12.14%
|