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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,971
shares
|
$685,691
0.21% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,970
shares
|
$685,343
0.2% of portfolio
|
Q2 2025
Added 28.84%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
1,969
shares
|
$684,995
0.19% of portfolio
|
Q2 2025
Added 44.35%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,969
shares
|
$684,995
0.16% of portfolio
|
Q2 2025
Added 10838.89%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,959
shares
|
$681,516
0.19% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,947
shares
|
$677,341
0.16% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,945
shares
|
$676,646
0.23% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,942
shares
|
$675,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
1,942
shares
|
$675,602
0.47% of portfolio
|
Q1 2025
Reduced 18.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,938
shares
|
$674,210
0.31% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
1,936
shares
|
$673,515
0.24% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
1,931
shares
|
$671,775
0.22% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,929
shares
|
$671,079
0.62% of portfolio
|
Q1 2023
Added 25.75%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,927
shares
|
$670,384
0.1% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,925
shares
|
$669,688
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,924
shares
|
$669,340
0.44% of portfolio
|
Q2 2025
Added 16.68%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
1,924
shares
|
$669,340
0.11% of portfolio
|
Q2 2025
Reduced 80.52%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
1,922
shares
|
$668,644
0.67% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
1,920
shares
|
$667,948
0.08% of portfolio
|
Q1 2025
Reduced 94.52%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
1,919
shares
|
$667,600
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
1,911
shares
|
$664,817
1.76% of portfolio
|
Q2 2022
Added 20.49%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,909
shares
|
$664,122
0.16% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
1,909
shares
|
$664,122
0.15% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,906
shares
|
$663,078
0.19% of portfolio
|
Q3 2023
Reduced 25.72%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
1,900
shares
|
$660,991
0.45% of portfolio
|
Q2 2025
Added 3.32%
|