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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
4,981
shares
|
$1.73 Million
1.51% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
4,978
shares
|
$1.73 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
4,970
shares
|
$1.73 Million
0.34% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
4,967
shares
|
$1.73 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
4,966
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,959
shares
|
$1.73 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,956
shares
|
$1.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jul 24, 2025 Q2 2025 |
4,928
shares
|
$1.71 Million
1.12% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
4,924
shares
|
$1.71 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
4,915
shares
|
$1.71 Million
0.76% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
4,907
shares
|
$1.71 Million
0.38% of portfolio
|
Q2 2025
Reduced 54.17%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
4,885
shares
|
$1.7 Million
1.14% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
4,885
shares
|
$1.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,883
shares
|
$1.7 Million
0.1% of portfolio
|
Q2 2025
Added 396.74%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
4,877
shares
|
$1.7 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
4,874
shares
|
$1.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
4,873
shares
|
$1.7 Million
0.5% of portfolio
|
Q2 2025
Added 15.91%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
4,862
shares
|
$1.69 Million
0.28% of portfolio
|
Q2 2025
Reduced 75.88%
|
|
|
Eos Management, L.P.
|
Jul 29, 2025 Q2 2025 |
4,843
shares
|
$1.68 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,833
shares
|
$1.68 Million
1.55% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Formula Growth LTD
Montreal, A8 |
Aug 13, 2025 Q2 2025 |
4,827
shares
|
$1.68 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
4,822
shares
|
$1.68 Million
0.27% of portfolio
|
Q2 2023
Added 23.64%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
4,819
shares
|
$1.68 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
4,816
shares
|
$1.68 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
4,813
shares
|
$1.67 Million
0.79% of portfolio
|
Q2 2025
Reduced 9.77%
|