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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
8,065
shares
|
$2.81 Million
0.05% of portfolio
|
Q2 2025
Reduced 89.69%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,037
shares
|
$2.8 Million
0.22% of portfolio
|
Q2 2025
Added 35.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,034
shares
|
$2.79 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$2.78 Million
0.14% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Aug 07, 2025 Q2 2025 |
7,971
shares
|
$2.77 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
7,968
shares
|
$2.77 Million
0.08% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,957
shares
|
$2.77 Million
0.84% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
7,936
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
7,904
shares
|
$2.75 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
7,897
shares
|
$2.75 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
7,889
shares
|
$2.74 Million
0.86% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,886
shares
|
$2.74 Million
1.72% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,883
shares
|
$2.74 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,882
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,860
shares
|
$2.73 Million
0.13% of portfolio
|
Q2 2025
Added 98.23%
|
|
|
English Capital Management LLC
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
7,841
shares
|
$2.73 Million
1.62% of portfolio
|
Q2 2025
New holding
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
7,806
shares
|
$2.72 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
7,796
shares
|
$2.71 Million
0.28% of portfolio
|
Q2 2025
Reduced 20.19%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
7,780
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2025
Added 49.62%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
7,764
shares
|
$2.7 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,755
shares
|
$2.7 Million
0.45% of portfolio
|
Q2 2024
Reduced 36.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
7,736
shares
|
$2.69 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
7,715
shares
|
$2.68 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,683
shares
|
$2.67 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.51%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
7,666
shares
|
$2.67 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.75%
|