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 |
|---|---|---|---|---|---|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
5,300
shares
|
$1.84 Million
0.41% of portfolio
|
Q2 2025
Added 37.95%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
5,285
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
5,280
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 60.01%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
5,276
shares
|
$1.84 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,275
shares
|
$1.84 Million
1.39% of portfolio
|
Q1 2024
Added 2.55%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
5,262
shares
|
$1.83 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,259
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2025
Added 29.06%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
5,254
shares
|
$1.83 Million
1.25% of portfolio
|
Q4 2023
Added 12.99%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,251
shares
|
$1.83 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
5,236
shares
|
$1.82 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
5,232
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,231
shares
|
$1.82 Million
0.57% of portfolio
|
Q2 2025
Added 58.23%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
5,226
shares
|
$1.82 Million
0.18% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
5,224
shares
|
$1.82 Million
0.64% of portfolio
|
Q2 2025
Added 28.8%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
5,202
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,195
shares
|
$1.81 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,190
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,181
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
5,175
shares
|
$1.8 Million
0.22% of portfolio
|
Q2 2025
Added 370.45%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
5,157
shares
|
$1.79 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
5,155
shares
|
$1.79 Million
1.13% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
5,154
shares
|
$1.79 Million
0.93% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
5,153
shares
|
$1.79 Million
1.08% of portfolio
|
Q2 2023
Reduced 8.47%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
5,150
shares
|
$1.79 Million
0.71% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
5,145
shares
|
$1.79 Million
0.87% of portfolio
|
Q2 2025
Added 29.99%
|