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 |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
1,811
shares
|
$630,028
0.05% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
1,807
shares
|
$628,637
0.07% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
1,803
shares
|
$627,245
0.14% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$626,202
0.37% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
1,800
shares
|
$626,202
1.05% of portfolio
|
Q1 2025
Reduced 47.9%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,797
shares
|
$625,158
0.42% of portfolio
|
Q2 2025
Reduced 38.69%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,797
shares
|
$625,158
0.17% of portfolio
|
Q2 2025
Reduced 40.3%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
1,797
shares
|
$625,158
0.24% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,790
shares
|
$622,723
0.5% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,786
shares
|
$621,331
0.34% of portfolio
|
Q3 2023
Added 8.24%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
1,778
shares
|
$618,548
0.44% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
1,776
shares
|
$617,852
0.01% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
1,775
shares
|
$617,504
0.26% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
1,773
shares
|
$616,808
0.17% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,768
shares
|
$615,069
0.26% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
1,761
shares
|
$612,634
0.42% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,758
shares
|
$611,590
0.49% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
1,757
shares
|
$611,242
0.04% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
1,755
shares
|
$610,546
0.07% of portfolio
|
Q2 2025
Reduced 86.45%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
1,754
shares
|
$610,199
0.27% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
1,754
shares
|
$610,199
0.05% of portfolio
|
Q2 2025
Added 23.78%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,754
shares
|
$610,199
0.33% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,749
shares
|
$608,459
0.42% of portfolio
|
Q2 2025
Reduced 60.22%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,749
shares
|
$608,459
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,747
shares
|
$607,763
0.21% of portfolio
|
Q2 2025
Reduced 0.46%
|