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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
5,137
shares
|
$1.79 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
5,137
shares
|
$1.79 Million
0.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
5,133
shares
|
$1.79 Million
0.73% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,127
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
5,123
shares
|
$1.78 Million
0.45% of portfolio
|
Q2 2025
Reduced 36.65%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,115
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 33.61%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
5,114
shares
|
$1.78 Million
0.39% of portfolio
|
Q2 2025
Added 252.69%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
5,105
shares
|
$1.78 Million
0.78% of portfolio
|
Q2 2025
Added 58.34%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
5,102
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
5,101
shares
|
$1.77 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,098
shares
|
$1.77 Million
0.23% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
5,094
shares
|
$1.77 Million
0.3% of portfolio
|
Q2 2025
Added 149.58%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
5,089
shares
|
$1.77 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
5,089
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Added 16.56%
|
|
|
Siren, L.L.C.
New York, NY |
Aug 13, 2025 Q2 2025 |
5,076
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
5,048
shares
|
$1.76 Million
0.17% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,041
shares
|
$1.75 Million
0.19% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,036
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,028
shares
|
$1.75 Million
1.07% of portfolio
|
Q4 2022
Reduced 99.81%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
5,026
shares
|
$1.75 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
5,024
shares
|
$1.75 Million
0.17% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,011
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 93.02%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$1.74 Million
0.15% of portfolio
|
Q2 2025
Reduced 85.2%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$1.74 Million
4.36% of portfolio
|
Q2 2025
New holding
|
|
|
Kp Management LLC
Edina, MN |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$1.74 Million
0.33% of portfolio
|
Q2 2025
Added 84.0%
|