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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,114
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 34.79%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,100
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2025
Added 148.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,097
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 64.38%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
3,092
shares
|
$1.08 Million
0.91% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,092
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 102.75%
|
|
|
Ar Asset Management Inc
|
Aug 05, 2025 Q2 2025 |
3,090
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2023
Added 137.69%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,083
shares
|
$1.07 Million
0.24% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
3,074
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
3,074
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
3,071
shares
|
$1.07 Million
0.21% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
3,071
shares
|
$1.07 Million
0.59% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
3,068
shares
|
$1.07 Million
0.2% of portfolio
|
Q2 2025
Added 954.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,065
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,057
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 70.31%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
3,050
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 92.6%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
3,049
shares
|
$1.06 Million
0.27% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
3,049
shares
|
$1.06 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,041
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 32.2%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
3,039
shares
|
$1.06 Million
0.44% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
3,024
shares
|
$1.05 Million
0.4% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
3,016
shares
|
$1.05 Million
0.61% of portfolio
|
Q2 2025
Added 21.81%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
3,011
shares
|
$1.05 Million
0.45% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,001
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Timelo Investment Management Inc.
|
Aug 05, 2025 Q2 2025 |
3,000
shares
|
$1.04 Million
1.33% of portfolio
|
Q2 2025
New holding
|