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 |
|---|---|---|---|---|---|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
7,368
shares
|
$2.56 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
7,354
shares
|
$2.56 Million
0.91% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
7,336
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.17%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
7,327
shares
|
$2.55 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
7,312
shares
|
$2.54 Million
1.53% of portfolio
|
Q2 2025
Added 115.38%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
7,292
shares
|
$2.54 Million
0.68% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
7,284
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
7,281
shares
|
$2.53 Million
0.3% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
7,271
shares
|
$2.53 Million
0.12% of portfolio
|
Q2 2025
Added 443.83%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
7,258
shares
|
$2.52 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
7,249
shares
|
$2.52 Million
0.15% of portfolio
|
Q2 2025
Added 59.32%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
7,232
shares
|
$2.52 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,228
shares
|
$2.51 Million
0.72% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
7,228
shares
|
$2.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
7,227
shares
|
$2.51 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
7,221
shares
|
$2.51 Million
0.75% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,212
shares
|
$2.51 Million
0.15% of portfolio
|
Q2 2025
Added 44.5%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
7,210
shares
|
$2.51 Million
1.55% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
7,186
shares
|
$2.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
7,163
shares
|
$2.49 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
R.H. Investment Group, LLC
Scottsdale, AZ |
Jul 17, 2025 Q2 2025 |
7,149
shares
|
$2.49 Million
2.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
7,146
shares
|
$2.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
7,144
shares
|
$2.49 Million
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,142
shares
|
$2.48 Million
0.31% of portfolio
|
Q3 2022
Added 1.98%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,142
shares
|
$2.48 Million
0.48% of portfolio
|
Q1 2024
New holding
|