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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
43
shares
|
$14,959
0.0% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
43
shares
|
$14,959
0.01% of portfolio
|
Q2 2025
Reduced 34.85%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$14,959
0.01% of portfolio
|
Q2 2025
Added 38.71%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
42
shares
|
$14,611
0.01% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
42
shares
|
$14,611
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
41
shares
|
$14,263
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$13,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$13,567
0.01% of portfolio
|
Q2 2025
Reduced 45.83%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
38
shares
|
$13,219
0.0% of portfolio
|
Q2 2025
Reduced 83.9%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
38
shares
|
$13,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36
shares
|
$12,524
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
35
shares
|
$12,176
0.0% of portfolio
|
Q2 2025
Reduced 93.26%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
35
shares
|
$12,176
0.01% of portfolio
|
Q2 2025
Reduced 59.77%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
33
shares
|
$11,480
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
33
shares
|
$11,480
0.01% of portfolio
|
Q2 2025
Reduced 64.13%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
33
shares
|
$11,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$10,784
0.0% of portfolio
|
Q2 2025
Added 121.43%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
31
shares
|
$10,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$10,436
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
30
shares
|
$10,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
30
shares
|
$10,436
0.0% of portfolio
|
Q2 2025
Added 2900.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
28
shares
|
$9,740
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
26
shares
|
$9,045
0.0% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
25
shares
|
$8,697
0.0% of portfolio
|
Q2 2025
Reduced 43.18%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$8,697
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|