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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
427
shares
|
$129,342
0.01% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
427
shares
|
$129,342
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$129,039
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
426
shares
|
$129,039
0.13% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
425
shares
|
$128,736
0.04% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
425
shares
|
$128,736
0.01% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
423
shares
|
$128,130
0.07% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
423
shares
|
$128,130
0.01% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$127,828
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
422
shares
|
$127,828
0.16% of portfolio
|
Q1 2025
Reduced 8.66%
|