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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,185
shares
|
$3.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.18%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,139
shares
|
$3.18 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
9,133
shares
|
$3.18 Million
0.11% of portfolio
|
Q2 2025
Added 358.25%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
9,124
shares
|
$3.17 Million
0.13% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
9,110
shares
|
$3.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 96.39%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
9,098
shares
|
$3.17 Million
0.33% of portfolio
|
Q2 2025
Added 1122.85%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
9,087
shares
|
$3.16 Million
0.7% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
9,080
shares
|
$3.16 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,057
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Added 2066.75%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
9,053
shares
|
$3.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.9%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
9,037
shares
|
$3.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 57.87%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
8,992
shares
|
$3.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
8,979
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 69.29%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
8,979
shares
|
$3.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 40.84%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
8,955
shares
|
$3.12 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
8,908
shares
|
$3.1 Million
0.69% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
8,902
shares
|
$3.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
8,896
shares
|
$3.09 Million
1.44% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,855
shares
|
$3.08 Million
0.17% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
8,851
shares
|
$3.08 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
8,837
shares
|
$3.07 Million
1.36% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
8,810
shares
|
$3.06 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
8,805
shares
|
$3.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
8,785
shares
|
$3.06 Million
1.53% of portfolio
|
Q2 2025
Added 63.87%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
8,769
shares
|
$3.05 Million
0.07% of portfolio
|
Q2 2025
Added 42.77%
|