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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,347
shares
|
$816,497
0.21% of portfolio
|
Q2 2025
Added 51.52%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
2,345
shares
|
$815,802
0.43% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,343
shares
|
$815,106
0.23% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,341
shares
|
$814,410
0.05% of portfolio
|
Q2 2025
Reduced 83.89%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,340
shares
|
$814,062
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
2,337
shares
|
$813,018
0.5% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,337
shares
|
$813,018
0.02% of portfolio
|
Q2 2025
Reduced 80.64%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,334
shares
|
$811,975
0.1% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
2,333
shares
|
$811,627
0.51% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
2,333
shares
|
$811,627
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,325
shares
|
$808,844
1.4% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,323
shares
|
$808,148
0.73% of portfolio
|
Q4 2022
Added 0.13%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,317
shares
|
$806,061
0.61% of portfolio
|
Q2 2025
Reduced 51.4%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,315
shares
|
$805,365
0.39% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
2,314
shares
|
$805,017
0.22% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,312
shares
|
$804,321
0.05% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,297
shares
|
$799,103
0.63% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,297
shares
|
$799,103
0.21% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
2,294
shares
|
$798,059
0.09% of portfolio
|
Q2 2025
Added 66.96%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,287
shares
|
$795,624
0.26% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,281
shares
|
$793,537
0.13% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
2,279
shares
|
$792,841
0.13% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
2,272
shares
|
$790,406
0.3% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
2,272
shares
|
$790,406
0.63% of portfolio
|
Q2 2025
Added 75.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
2,271
shares
|
$790,058
0.11% of portfolio
|
Q2 2025
Reduced 3.89%
|