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 |
|---|---|---|---|---|---|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
4,162
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2022
Added 0.77%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
4,156
shares
|
$1.45 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
4,141
shares
|
$1.44 Million
2.27% of portfolio
|
Q3 2022
Reduced 80.64%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,140
shares
|
$1.44 Million
1.15% of portfolio
|
Q2 2025
Added 902.42%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
4,133
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 90.1%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$1.43 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,120
shares
|
$1.43 Million
1.06% of portfolio
|
Q2 2025
Reduced 40.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,113
shares
|
$1.43 Million
0.17% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4,107
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2025
Reduced 71.8%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,104
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2025
Added 281.77%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,094
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
4,094
shares
|
$1.42 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
4,091
shares
|
$1.42 Million
0.18% of portfolio
|
Q2 2025
Added 70.25%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
4,088
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 21.9%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
4,084
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Added 64.68%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
4,083
shares
|
$1.42 Million
0.52% of portfolio
|
Q2 2025
Added 124.34%
|
|
|
Lawson Kroeker Investment Management Inc
|
Jul 25, 2025 Q2 2025 |
4,081
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,069
shares
|
$1.42 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
4,066
shares
|
$1.41 Million
1.37% of portfolio
|
Q1 2021
Added 0.1%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
4,065
shares
|
$1.41 Million
0.61% of portfolio
|
Q2 2025
Added 219.83%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
4,058
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2025
Reduced 21.45%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,054
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Reduced 64.46%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,051
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 69.83%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
4,043
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Added 14.83%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
4,038
shares
|
$1.4 Million
0.63% of portfolio
|
Q2 2025
New holding
|