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 |
|---|---|---|---|---|---|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
8,760
shares
|
$3.05 Million
1.72% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
8,758
shares
|
$3.05 Million
0.22% of portfolio
|
Q3 2021
Added 16.29%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
8,706
shares
|
$3.03 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
8,700
shares
|
$3.03 Million
0.52% of portfolio
|
Q2 2025
Added 331.55%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
8,691
shares
|
$3.02 Million
1.45% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
8,689
shares
|
$3.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 88.73%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$3.01 Million
0.14% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
8,645
shares
|
$3.01 Million
1.68% of portfolio
|
Q2 2025
Added 1395.67%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
8,640
shares
|
$3.01 Million
0.72% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
8,640
shares
|
$3.01 Million
0.19% of portfolio
|
Q2 2025
Reduced 8.75%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
8,622
shares
|
$3 Million
0.37% of portfolio
|
Q2 2025
Added 37.47%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
8,615
shares
|
$3 Million
0.98% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
8,614
shares
|
$3 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
8,588
shares
|
$2.99 Million
0.1% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
8,581
shares
|
$2.99 Million
1.61% of portfolio
|
Q2 2025
Added 1566.21%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
8,562
shares
|
$2.98 Million
0.39% of portfolio
|
Q2 2025
Added 202.22%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,535
shares
|
$2.97 Million
0.06% of portfolio
|
Q2 2025
Added 63.66%
|
|
|
Soapstone Management L.P.
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$2.96 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
8,495
shares
|
$2.96 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jul 22, 2025 Q2 2025 |
8,473
shares
|
$2.95 Million
2.41% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
8,470
shares
|
$2.95 Million
0.76% of portfolio
|
Q2 2025
Added 30.65%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
8,455
shares
|
$2.94 Million
1.03% of portfolio
|
Q2 2025
Added 201.21%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
8,442
shares
|
$2.94 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
8,435
shares
|
$2.93 Million
0.64% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
8,420
shares
|
$2.93 Million
0.76% of portfolio
|
Q1 2025
Added 350.27%
|