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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
2,430
shares
|
$845,372
0.06% of portfolio
|
Q2 2025
Reduced 43.53%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
2,412
shares
|
$839,110
0.46% of portfolio
|
Q2 2025
Added 180.47%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,411
shares
|
$838,762
0.24% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,411
shares
|
$838,762
0.53% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,402
shares
|
$835,631
0.72% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
2,400
shares
|
$834,936
0.02% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,396
shares
|
$833,544
0.11% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
2,395
shares
|
$833,196
0.21% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
2,395
shares
|
$833,196
0.11% of portfolio
|
Q2 2025
Added 117.73%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,394
shares
|
$832,848
0.44% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
2,393
shares
|
$832,500
0.31% of portfolio
|
Q2 2025
Reduced 10.34%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,390
shares
|
$831,457
0.22% of portfolio
|
Q2 2025
Added 12.15%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
2,387
shares
|
$830,413
0.29% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
2,386
shares
|
$830,065
0.47% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,385
shares
|
$829,717
0.06% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
2,379
shares
|
$827,630
0.67% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
2,378
shares
|
$827,282
0.12% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,368
shares
|
$823,803
0.07% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,366
shares
|
$823,107
0.08% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
2,363
shares
|
$822,064
0.16% of portfolio
|
Q2 2025
Added 884.58%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
2,360
shares
|
$821,020
0.19% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
2,358
shares
|
$820,324
0.08% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,353
shares
|
$818,585
0.12% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
2,351
shares
|
$817,889
0.13% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
2,350
shares
|
$817,541
0.14% of portfolio
|
Q2 2025
Reduced 0.47%
|