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 3,955 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $221 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
32,947
shares
|
$9.3 Million
0.77% of portfolio
|
Q1 2025
Added 24.11%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
32,870
shares
|
$9.27 Million
1.16% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
32,848
shares
|
$9.27 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
32,836
shares
|
$9.26 Million
0.46% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
32,729
shares
|
$9.23 Million
0.89% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
32,509
shares
|
$9.17 Million
0.39% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
32,375
shares
|
$9.13 Million
0.22% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
32,230
shares
|
$9.09 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
32,174
shares
|
$9.08 Million
1.04% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
32,059
shares
|
$9.05 Million
0.86% of portfolio
|
Q1 2025
Added 70.01%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
31,872
shares
|
$8.99 Million
0.5% of portfolio
|
Q1 2025
Added 15.98%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
31,787
shares
|
$8.97 Million
0.87% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
31,726
shares
|
$8.95 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
31,592
shares
|
$8.91 Million
3.75% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$8.91 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$8.87 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
31,405
shares
|
$8.86 Million
0.54% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,214
shares
|
$8.81 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
31,136
shares
|
$8.78 Million
0.21% of portfolio
|
Q1 2025
Added 44.34%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
31,059
shares
|
$8.76 Million
1.37% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
31,037
shares
|
$8.76 Million
3.5% of portfolio
|
Q2 2025
Added 297.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
31,000
shares
|
$8.75 Million
0.62% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
30,992
shares
|
$8.74 Million
1.65% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
30,902
shares
|
$8.72 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
30,624
shares
|
$8.64 Million
0.72% of portfolio
|
Q1 2025
Reduced 7.35%
|