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 |
|---|---|---|---|---|---|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
3,695
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
3,689
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 84.39%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
3,686
shares
|
$1.28 Million
0.48% of portfolio
|
Q2 2025
Reduced 60.33%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
3,682
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
3,679
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,676
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Added 65.14%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
3,672
shares
|
$1.28 Million
0.51% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
3,670
shares
|
$1.28 Million
0.83% of portfolio
|
Q3 2023
Reduced 24.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,669
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
3,667
shares
|
$1.28 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
3,667
shares
|
$1.28 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
3,659
shares
|
$1.27 Million
0.37% of portfolio
|
Q2 2025
Added 34.18%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,646
shares
|
$1.27 Million
0.56% of portfolio
|
Q2 2025
Reduced 23.56%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
3,645
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,643
shares
|
$1.27 Million
1.76% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
3,641
shares
|
$1.27 Million
0.92% of portfolio
|
Q1 2024
Reduced 45.01%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
3,640
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Jul 21, 2025 Q2 2025 |
3,639
shares
|
$1.27 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
3,631
shares
|
$1.26 Million
0.52% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,623
shares
|
$1.26 Million
0.25% of portfolio
|
Q2 2024
Added 233.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
3,620
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,620
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
3,614
shares
|
$1.26 Million
0.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,614
shares
|
$1.26 Million
1.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
3,601
shares
|
$1.25 Million
1.13% of portfolio
|
Q4 2022
Added 1.49%
|