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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,692
shares
|
$936,519
0.77% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
2,687
shares
|
$934,780
0.32% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,685
shares
|
$934,084
0.18% of portfolio
|
Q2 2021
Reduced 0.41%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
2,684
shares
|
$933,736
0.08% of portfolio
|
Q1 2025
Added 260.75%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,682
shares
|
$933,040
0.69% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,681
shares
|
$932,693
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
2,680
shares
|
$932,345
0.21% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
2,677
shares
|
$931,301
0.16% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
2,673
shares
|
$929,909
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,667
shares
|
$927,822
0.07% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,665
shares
|
$927,126
0.39% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
2,647
shares
|
$920,864
0.06% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,646
shares
|
$920,516
0.09% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,645
shares
|
$920,169
0.09% of portfolio
|
Q2 2025
Reduced 22.37%
|
|
|
Todd Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
2,641
shares
|
$918,777
0.02% of portfolio
|
Q2 2025
Reduced 94.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,639
shares
|
$918,081
0.12% of portfolio
|
Q2 2025
Added 30.84%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,633
shares
|
$915,994
0.28% of portfolio
|
Q2 2025
Reduced 43.02%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
2,631
shares
|
$915,298
0.27% of portfolio
|
Q4 2024
Reduced 25.55%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,630
shares
|
$914,950
0.22% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,628
shares
|
$914,254
0.05% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
2,626
shares
|
$913,559
0.14% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,625
shares
|
$913,211
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,623
shares
|
$912,515
0.05% of portfolio
|
Q2 2025
Reduced 50.98%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
2,621
shares
|
$911,819
0.2% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,620
shares
|
$911,471
0.18% of portfolio
|
Q3 2023
Added 8.0%
|