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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,761
shares
|
$4.09 Million
0.25% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
11,724
shares
|
$4.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,668
shares
|
$4.06 Million
0.11% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
11,630
shares
|
$4.05 Million
0.96% of portfolio
|
Q2 2025
Added 145.2%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,580
shares
|
$4.03 Million
1.49% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
11,572
shares
|
$4.03 Million
0.19% of portfolio
|
Q2 2025
Added 22.05%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$4.02 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
11,543
shares
|
$4.02 Million
0.26% of portfolio
|
Q2 2025
Added 402.53%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
11,540
shares
|
$4.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Barbara Oil Co.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,500
shares
|
$4 Million
1.42% of portfolio
|
Q4 2017
Added 27.78%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
11,496
shares
|
$4 Million
1.17% of portfolio
|
Q2 2025
Added 1115.22%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,467
shares
|
$3.99 Million
0.04% of portfolio
|
Q2 2025
Reduced 71.2%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
11,455
shares
|
$3.99 Million
0.02% of portfolio
|
Q2 2025
Added 341.6%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,446
shares
|
$3.98 Million
0.09% of portfolio
|
Q2 2025
Reduced 38.48%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
11,436
shares
|
$3.98 Million
2.63% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,433
shares
|
$3.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
11,404
shares
|
$3.97 Million
0.85% of portfolio
|
Q3 2022
Added 18.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,392
shares
|
$3.96 Million
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
11,383
shares
|
$3.96 Million
0.39% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,299
shares
|
$3.93 Million
0.34% of portfolio
|
Q2 2025
Reduced 46.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$3.92 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
11,272
shares
|
$3.92 Million
0.56% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
11,256
shares
|
$3.92 Million
1.77% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
11,227
shares
|
$3.91 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Thematics Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
11,180
shares
|
$3.89 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.5%
|