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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
1,747
shares
|
$607,763
0.21% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,746
shares
|
$607,415
0.19% of portfolio
|
Q4 2022
Added 2.11%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,746
shares
|
$607,415
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,743
shares
|
$606,372
1.35% of portfolio
|
Q3 2024
Added 26.21%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
1,739
shares
|
$604,980
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
1,738
shares
|
$604,632
0.06% of portfolio
|
Q2 2025
Reduced 52.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,736
shares
|
$603,937
0.02% of portfolio
|
Q2 2025
Reduced 29.11%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,733
shares
|
$602,893
0.02% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
1,732
shares
|
$602,545
0.1% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
1,731
shares
|
$602,197
0.04% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,728
shares
|
$601,153
0.1% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
1,726
shares
|
$600,458
1.12% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,720
shares
|
$598,370
0.06% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
1,719
shares
|
$598,022
0.05% of portfolio
|
Q2 2025
Reduced 38.78%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
1,719
shares
|
$598,022
0.07% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$597,327
0.08% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
1,716
shares
|
$596,979
0.12% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,711
shares
|
$595,239
0.05% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,710
shares
|
$594,891
0.42% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
1,707
shares
|
$593,848
0.02% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,704
shares
|
$592,804
0.41% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$591,413
0.03% of portfolio
|
Q2 2025
Added 50.98%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$591,413
0.25% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,699
shares
|
$591,065
0.03% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,697
shares
|
$590,369
0.14% of portfolio
|
Q2 2025
Reduced 7.32%
|