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 |
|---|---|---|---|---|---|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
2,764
shares
|
$961,567
2.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
2,758
shares
|
$959,480
0.36% of portfolio
|
Q2 2025
Added 63.2%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
2,755
shares
|
$958,436
0.55% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,752
shares
|
$957,393
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,747
shares
|
$955,653
0.09% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,746
shares
|
$955,305
0.05% of portfolio
|
Q2 2025
Added 91.09%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,736
shares
|
$951,827
0.15% of portfolio
|
Q1 2025
Added 29.61%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,734
shares
|
$951,131
0.15% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,732
shares
|
$950,435
0.15% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
2,731
shares
|
$950,087
0.39% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
2,730
shares
|
$949,739
0.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
2,723
shares
|
$947,304
0.2% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,721
shares
|
$946,608
0.05% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
2,720
shares
|
$946,260
0.2% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
2,720
shares
|
$946,260
0.14% of portfolio
|
Q2 2025
Added 144.6%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,710
shares
|
$942,781
0.59% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
2,709
shares
|
$942,434
0.23% of portfolio
|
Q2 2025
Added 348.51%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
2,709
shares
|
$942,434
0.23% of portfolio
|
Q2 2025
Reduced 13.37%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,707
shares
|
$941,738
0.23% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,706
shares
|
$941,390
1.13% of portfolio
|
Q2 2022
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
2,704
shares
|
$940,694
0.16% of portfolio
|
Q2 2025
Added 169.32%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,700
shares
|
$939,303
0.07% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
2,700
shares
|
$939,303
0.77% of portfolio
|
Q1 2022
Added 58.82%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
2,699
shares
|
$938,955
0.08% of portfolio
|
Q2 2025
Reduced 85.16%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
2,693
shares
|
$936,867
0.25% of portfolio
|
Q2 2025
Reduced 9.63%
|