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 |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
11
shares
|
$3,826
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
10
shares
|
$3,478
0.0% of portfolio
|
Q2 2025
Reduced 99.75%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
10
shares
|
$3,478
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$3,131
0.0% of portfolio
|
Q2 2025
Reduced 96.15%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
9
shares
|
$3,131
0.0% of portfolio
|
Q2 2025
Reduced 99.21%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$3,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$2,783
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$2,783
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
7
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
7
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
6
shares
|
$2,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
6
shares
|
$2,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,739
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
Reduced 97.12%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
4
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
4
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
4
shares
|
$1,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
4
shares
|
$1,391
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
3
shares
|
$1,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
3
shares
|
$1,043
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
2
shares
|
$695
0.0% of portfolio
|
Q1 2025
Added 1350.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$347
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|