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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
2,270
shares
|
$789,710
0.2% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,267
shares
|
$788,666
0.13% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
2,264
shares
|
$787,622
0.13% of portfolio
|
Q2 2025
Added 466.0%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,264
shares
|
$787,622
0.34% of portfolio
|
Q2 2025
Reduced 41.87%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
2,261
shares
|
$786,579
0.38% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,260
shares
|
$786,231
0.07% of portfolio
|
Q2 2025
Added 30.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,257
shares
|
$785,187
0.06% of portfolio
|
Q2 2025
Reduced 40.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,255
shares
|
$784,491
0.07% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
2,254
shares
|
$784,144
0.86% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,249
shares
|
$782,404
0.15% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Aug 13, 2025 Q2 2025 |
2,233
shares
|
$776,838
0.06% of portfolio
|
Q2 2025
Added 28.85%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,229
shares
|
$775,446
0.09% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,226
shares
|
$774,403
0.29% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
2,226
shares
|
$774,403
0.2% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
2,219
shares
|
$771,967
0.08% of portfolio
|
Q2 2025
Reduced 51.07%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
2,219
shares
|
$771,967
0.4% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
2,217
shares
|
$771,272
0.05% of portfolio
|
Q2 2025
Reduced 85.45%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,216
shares
|
$770,924
0.48% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
2,209
shares
|
$768,489
0.14% of portfolio
|
Q2 2025
Added 56.0%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
2,207
shares
|
$767,793
0.25% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
2,205
shares
|
$767,097
0.04% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,205
shares
|
$767,097
0.15% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
Ninety One North America, Inc.
New York, NY |
Jul 18, 2025 Q2 2025 |
2,204
shares
|
$766,749
0.03% of portfolio
|
Q2 2025
Reduced 15.36%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
2,204
shares
|
$766,749
0.54% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,202
shares
|
$766,053
0.0% of portfolio
|
Q2 2025
Reduced 40.53%
|