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 |
|---|---|---|---|---|---|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
422
shares
|
$127,828
0.11% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
422
shares
|
$127,828
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
421
shares
|
$127,525
0.04% of portfolio
|
Q4 2022
Reduced 2.44%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
420
shares
|
$127,222
0.11% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
419
shares
|
$126,919
0.01% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
419
shares
|
$126,919
0.24% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
418
shares
|
$126,616
0.01% of portfolio
|
Q1 2025
Reduced 95.42%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
418
shares
|
$126,616
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
416
shares
|
$126,010
0.21% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
416
shares
|
$126,010
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
414
shares
|
$125,404
0.08% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
414
shares
|
$125,404
0.1% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
413
shares
|
$125,101
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
413
shares
|
$125,101
0.2% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
411
shares
|
$124,496
0.06% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$124,193
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$124,193
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
410
shares
|
$124,193
0.08% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Reliant Investment Management, LLC
|
Apr 11, 2025 Q1 2025 |
409
shares
|
$123,890
0.12% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
409
shares
|
$123,890
0.04% of portfolio
|
Q1 2025
Reduced 77.33%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
408
shares
|
$123,587
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
407
shares
|
$123,284
0.15% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
406
shares
|
$122,981
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$122,678
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
403
shares
|
$122,072
0.08% of portfolio
|
Q1 2025
Reduced 9.44%
|