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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,261
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,261
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
3,260
shares
|
$1.13 Million
0.77% of portfolio
|
Q2 2025
Added 39.32%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,255
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
3,249
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Added 197.26%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
3,242
shares
|
$1.13 Million
0.4% of portfolio
|
Q2 2025
Added 45.12%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
3,235
shares
|
$1.13 Million
0.73% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
3,232
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Added 249.41%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
3,231
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
3,220
shares
|
$1.12 Million
0.64% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,218
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2023
Added 6.77%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
3,217
shares
|
$1.12 Million
0.78% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,211
shares
|
$1.12 Million
0.12% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
3,200
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
3,198
shares
|
$1.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
3,194
shares
|
$1.11 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
3,192
shares
|
$1.11 Million
0.28% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
Aug 04, 2025 Q2 2025 |
3,188
shares
|
$1.11 Million
0.56% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
3,180
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
3,177
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
3,162
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,160
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
3,160
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2025
Added 48.22%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
3,152
shares
|
$1.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 45.88%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
3,145
shares
|
$1.09 Million
0.24% of portfolio
|
Q2 2025
Added 32.7%
|