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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
3,351
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,348
shares
|
$1.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,335
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.52%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
3,318
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2025
Reduced 44.47%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,317
shares
|
$1.15 Million
0.44% of portfolio
|
Q4 2024
Reduced 68.25%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
3,317
shares
|
$1.15 Million
0.46% of portfolio
|
Q1 2023
Added 24.84%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,315
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,315
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,307
shares
|
$1.15 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
3,306
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,302
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,302
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2024
Added 234.55%
|
|
|
Csu Producer Resources, Inc.
|
Aug 07, 2025 Q2 2025 |
3,300
shares
|
$1.15 Million
3.21% of portfolio
|
Q1 2021
Reduced 48.44%
|
|
|
Courage Capital Management LLC
Nashville, TN |
Aug 15, 2025 Q2 2025 |
3,300
shares
|
$1.15 Million
1.52% of portfolio
|
Q2 2025
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
3,299
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,296
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
3,289
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,287
shares
|
$1.14 Million
0.23% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,285
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 85.72%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
3,281
shares
|
$1.14 Million
0.34% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
3,281
shares
|
$1.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 23.34%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
3,277
shares
|
$1.14 Million
0.47% of portfolio
|
Q2 2025
Added 31.98%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,273
shares
|
$1.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 42.34%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,270
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,264
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 177.79%
|