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 |
|---|---|---|---|---|---|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
2,200
shares
|
$765,358
0.46% of portfolio
|
Q2 2024
Added 4.76%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
2,195
shares
|
$763,618
0.63% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,187
shares
|
$760,835
0.21% of portfolio
|
Q2 2025
Added 209.34%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
2,187
shares
|
$760,835
0.21% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,186
shares
|
$760,487
0.1% of portfolio
|
Q4 2022
Reduced 8.69%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
2,184
shares
|
$759,791
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
2,183
shares
|
$759,443
0.07% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,179
shares
|
$758,052
0.08% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,178
shares
|
$757,704
0.21% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
2,175
shares
|
$756,660
0.24% of portfolio
|
Q2 2025
Added 73.44%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
2,174
shares
|
$756,312
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,163
shares
|
$752,486
0.03% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
2,151
shares
|
$748,311
0.16% of portfolio
|
Q2 2025
Added 262.73%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,149
shares
|
$747,615
0.85% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,148
shares
|
$747,267
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
2,143
shares
|
$745,528
0.96% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,141
shares
|
$744,832
0.32% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
2,140
shares
|
$744,484
0.24% of portfolio
|
Q2 2025
Added 41.72%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,135
shares
|
$742,745
0.67% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
2,131
shares
|
$741,353
0.07% of portfolio
|
Q2 2025
Added 21.08%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,129
shares
|
$740,657
0.13% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
2,126
shares
|
$739,614
0.24% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
2,122
shares
|
$738,222
0.14% of portfolio
|
Q4 2024
Reduced 24.4%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,119
shares
|
$737,178
0.1% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
2,118
shares
|
$736,831
0.33% of portfolio
|
Q2 2025
Added 17.8%
|