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 |
|---|---|---|---|---|---|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
3,597
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
3,594
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
3,592
shares
|
$1.25 Million
0.51% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
3,589
shares
|
$1.25 Million
0.45% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,568
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
3,568
shares
|
$1.24 Million
0.43% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
3,566
shares
|
$1.24 Million
0.5% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
3,566
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,561
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,560
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,555
shares
|
$1.24 Million
0.22% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,555
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
3,554
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
3,550
shares
|
$1.24 Million
0.67% of portfolio
|
Q2 2025
Added 77.5%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
3,541
shares
|
$1.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 60.74%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
3,540
shares
|
$1.23 Million
0.62% of portfolio
|
Q1 2023
Reduced 0.2%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
3,539
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Added 29.16%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,533
shares
|
$1.23 Million
1.07% of portfolio
|
Q2 2025
Added 113.47%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
3,524
shares
|
$1.23 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
3,500
shares
|
$1.22 Million
4.06% of portfolio
|
Q4 2020
New holding
|
|
|
Red Jay Asset Management Inc.
Toronto, A6 |
Jul 31, 2025 Q2 2025 |
3,500
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
3,493
shares
|
$1.22 Million
0.35% of portfolio
|
Q2 2025
Added 285.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
3,488
shares
|
$1.21 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.42%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
3,476
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,474
shares
|
$1.21 Million
0.4% of portfolio
|
Q2 2025
Reduced 26.18%
|