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 |
|---|---|---|---|---|---|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,906
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Added 93.09%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
2,905
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2025
Added 227.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,902
shares
|
$1.01 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
2,895
shares
|
$1.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.05%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
2,892
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,890
shares
|
$1.01 Million
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,873
shares
|
$999,487
0.09% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,865
shares
|
$996,704
0.34% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,863
shares
|
$996,009
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
2,860
shares
|
$994,965
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,850
shares
|
$991,486
0.26% of portfolio
|
Q1 2023
Reduced 4.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,845
shares
|
$989,747
0.02% of portfolio
|
Q2 2025
Reduced 14.31%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,832
shares
|
$985,224
0.13% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
2,831
shares
|
$984,876
0.3% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
2,830
shares
|
$984,528
0.04% of portfolio
|
Q2 2025
Reduced 92.99%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,824
shares
|
$982,441
0.24% of portfolio
|
Q2 2025
Added 36.95%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,822
shares
|
$981,745
0.35% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
2,806
shares
|
$976,179
0.01% of portfolio
|
Q2 2025
Added 240.95%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,806
shares
|
$976,179
0.38% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,803
shares
|
$975,135
0.08% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
2,795
shares
|
$972,352
0.08% of portfolio
|
Q2 2025
Added 563.9%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
2,790
shares
|
$970,613
0.25% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
2,784
shares
|
$968,525
0.21% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,776
shares
|
$965,742
0.17% of portfolio
|
Q2 2025
Reduced 54.48%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
2,768
shares
|
$962,959
0.37% of portfolio
|
Q2 2025
Added 17.94%
|