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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
6,336
shares
|
$2.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 36.97%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
6,327
shares
|
$2.2 Million
0.05% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,310
shares
|
$2.2 Million
0.87% of portfolio
|
Q4 2022
Added 9.19%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
6,309
shares
|
$2.19 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
6,305
shares
|
$2.19 Million
1.22% of portfolio
|
Q2 2025
Added 63.85%
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
6,289
shares
|
$2.19 Million
1.03% of portfolio
|
Q1 2025
Added 60.07%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
6,273
shares
|
$2.18 Million
0.9% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,273
shares
|
$2.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
6,269
shares
|
$2.18 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
6,265
shares
|
$2.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
6,239
shares
|
$2.17 Million
0.28% of portfolio
|
Q2 2025
Added 76.24%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
6,223
shares
|
$2.16 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
6,213
shares
|
$2.16 Million
0.34% of portfolio
|
Q2 2025
Reduced 64.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,204
shares
|
$2.16 Million
0.06% of portfolio
|
Q2 2025
Reduced 17.77%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
6,194
shares
|
$2.15 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
6,174
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 99.4%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
6,172
shares
|
$2.15 Million
1.33% of portfolio
|
Q2 2025
Reduced 17.34%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,168
shares
|
$2.15 Million
0.13% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Tema Etfs LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,132
shares
|
$2.13 Million
0.51% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
6,130
shares
|
$2.13 Million
0.19% of portfolio
|
Q2 2025
Reduced 67.18%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
6,126
shares
|
$2.13 Million
0.14% of portfolio
|
Q2 2025
Reduced 84.51%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,109
shares
|
$2.13 Million
0.34% of portfolio
|
Q2 2025
Added 21.96%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,059
shares
|
$2.11 Million
0.55% of portfolio
|
Q4 2022
Added 4.66%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,049
shares
|
$2.1 Million
0.13% of portfolio
|
Q2 2025
Added 46.64%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
6,016
shares
|
$2.09 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.02%
|