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 |
|---|---|---|---|---|---|
|
Sone Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,252
shares
|
$4.26 Million
0.35% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
12,246
shares
|
$4.26 Million
0.0% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
12,232
shares
|
$4.26 Million
0.68% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,223
shares
|
$4.25 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,193
shares
|
$4.24 Million
0.43% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,183
shares
|
$4.24 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,115
shares
|
$4.21 Million
0.52% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,113
shares
|
$4.21 Million
0.19% of portfolio
|
Q2 2025
Added 68.54%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$4.21 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
12,035
shares
|
$4.19 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
12,032
shares
|
$4.19 Million
2.22% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
11,990
shares
|
$4.17 Million
0.2% of portfolio
|
Q2 2025
Reduced 67.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,986
shares
|
$4.17 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
11,970
shares
|
$4.16 Million
1.41% of portfolio
|
Q2 2025
Added 52.08%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
11,970
shares
|
$4.16 Million
0.4% of portfolio
|
Q2 2025
Reduced 36.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,969
shares
|
$4.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
11,931
shares
|
$4.15 Million
1.95% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$4.15 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
11,895
shares
|
$4.14 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$4.13 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
11,870
shares
|
$4.13 Million
1.0% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
11,858
shares
|
$4.13 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,793
shares
|
$4.1 Million
0.22% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
11,784
shares
|
$4.1 Million
0.06% of portfolio
|
Q2 2025
Added 91.24%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,765
shares
|
$4.09 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.43%
|