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 |
|---|---|---|---|---|---|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
7,123
shares
|
$2.48 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
7,115
shares
|
$2.48 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.39%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,114
shares
|
$2.47 Million
0.42% of portfolio
|
Q2 2025
Added 81.11%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
7,112
shares
|
$2.47 Million
2.15% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
7,111
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
7,110
shares
|
$2.47 Million
0.99% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
7,106
shares
|
$2.47 Million
1.32% of portfolio
|
Q2 2025
Added 139.91%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
7,101
shares
|
$2.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
7,072
shares
|
$2.46 Million
0.25% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
7,025
shares
|
$2.44 Million
0.35% of portfolio
|
Q2 2025
Added 719.72%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
7,024
shares
|
$2.44 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
7,022
shares
|
$2.44 Million
0.71% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,005
shares
|
$2.44 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
6,990
shares
|
$2.43 Million
0.2% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
6,981
shares
|
$2.43 Million
2.81% of portfolio
|
Q3 2024
Reduced 93.04%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
6,981
shares
|
$2.43 Million
1.62% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,960
shares
|
$2.42 Million
0.76% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
6,948
shares
|
$2.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 48.13%
|
|
|
Symmetry Investments LP
|
Aug 14, 2025 Q2 2025 |
6,947
shares
|
$2.42 Million
0.29% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,938
shares
|
$2.41 Million
0.43% of portfolio
|
Q3 2022
Reduced 12.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
6,921
shares
|
$2.41 Million
0.17% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,865
shares
|
$2.39 Million
0.14% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
6,839
shares
|
$2.38 Million
0.15% of portfolio
|
Q2 2025
Added 118.71%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
6,837
shares
|
$2.38 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
6,836
shares
|
$2.38 Million
0.77% of portfolio
|
Q2 2025
Added 59.12%
|