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 |
|---|---|---|---|---|---|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
3,845
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
3,829
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
3,824
shares
|
$1.33 Million
0.3% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,822
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,804
shares
|
$1.32 Million
0.21% of portfolio
|
Q2 2025
Reduced 77.57%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,804
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2025
Reduced 20.93%
|
|
|
Mizuho Markets Cayman LP
|
Aug 01, 2025 Q2 2025 |
3,801
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,801
shares
|
$1.32 Million
2.16% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
3,800
shares
|
$1.32 Million
0.63% of portfolio
|
Q2 2025
Added 1800.0%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
3,792
shares
|
$1.32 Million
1.72% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Baldwin Investment Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,789
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2025
Added 46.35%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
3,767
shares
|
$1.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
3,762
shares
|
$1.31 Million
0.14% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,754
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
3,744
shares
|
$1.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
3,741
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 87.55%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
3,737
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 360.79%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,728
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
3,724
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,723
shares
|
$1.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
3,710
shares
|
$1.29 Million
1.05% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
3,708
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
3,701
shares
|
$1.29 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
3,698
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2025
Added 27.04%
|