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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,804
shares
|
$2.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
5,800
shares
|
$2.02 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,790
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Added 48.88%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
5,775
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,747
shares
|
$2 Million
0.18% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
5,734
shares
|
$1.99 Million
0.18% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
5,728
shares
|
$1.99 Million
0.28% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
5,726
shares
|
$1.99 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
5,726
shares
|
$1.99 Million
0.7% of portfolio
|
Q2 2025
Added 29.26%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
5,722
shares
|
$1.99 Million
0.47% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
5,720
shares
|
$1.99 Million
3.86% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
5,706
shares
|
$1.99 Million
3.23% of portfolio
|
Q4 2023
Added 4.58%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
5,705
shares
|
$1.98 Million
0.96% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
5,700
shares
|
$1.98 Million
1.68% of portfolio
|
Q2 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,689
shares
|
$1.98 Million
0.24% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,633
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2025
Reduced 34.44%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
5,622
shares
|
$1.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 26.63%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
5,616
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
5,600
shares
|
$1.95 Million
0.27% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
5,580
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,576
shares
|
$1.94 Million
0.51% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
5,571
shares
|
$1.94 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
5,538
shares
|
$1.93 Million
0.98% of portfolio
|
Q2 2025
Added 311.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,529
shares
|
$1.92 Million
0.14% of portfolio
|
Q2 2025
Reduced 28.43%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
5,519
shares
|
$1.92 Million
0.58% of portfolio
|
Q2 2025
New holding
|