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 |
|---|---|---|---|---|---|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
8,416
shares
|
$2.93 Million
0.29% of portfolio
|
Q2 2025
Reduced 73.09%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,405
shares
|
$2.92 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
8,368
shares
|
$2.91 Million
0.53% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
8,357
shares
|
$2.91 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
8,348
shares
|
$2.9 Million
0.21% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
8,347
shares
|
$2.9 Million
0.81% of portfolio
|
Q2 2025
Added 89.58%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
8,313
shares
|
$2.89 Million
0.86% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
8,285
shares
|
$2.88 Million
1.64% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,285
shares
|
$2.88 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Pensionfund Sabic
|
Jun 30, 2025 Q1 2025 |
8,250
shares
|
$2.87 Million
1.29% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
8,206
shares
|
$2.85 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
8,191
shares
|
$2.85 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
8,178
shares
|
$2.85 Million
1.22% of portfolio
|
Q2 2022
Reduced 41.11%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Jul 25, 2025 Q2 2025 |
8,168
shares
|
$2.84 Million
0.3% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
8,153
shares
|
$2.84 Million
0.65% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
8,139
shares
|
$2.83 Million
0.85% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
8,134
shares
|
$2.83 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
8,126
shares
|
$2.83 Million
0.57% of portfolio
|
Q2 2025
Added 55.64%
|
|
|
New England Research & Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,120
shares
|
$2.82 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
8,119
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
8,119
shares
|
$2.82 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
8,110
shares
|
$2.82 Million
0.14% of portfolio
|
Q2 2025
Added 659.36%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
8,099
shares
|
$2.82 Million
0.17% of portfolio
|
Q2 2025
Reduced 34.27%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
8,077
shares
|
$2.81 Million
0.83% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,069
shares
|
$2.81 Million
0.85% of portfolio
|
Q2 2025
Added 44.66%
|