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 |
|---|---|---|---|---|---|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
1,696
shares
|
$590,021
0.5% of portfolio
|
Q4 2022
Added 11.8%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,695
shares
|
$589,673
0.27% of portfolio
|
Q3 2023
Added 1.38%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
1,695
shares
|
$589,673
0.21% of portfolio
|
Q4 2022
Reduced 19.48%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,694
shares
|
$589,325
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,693
shares
|
$588,977
0.04% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,693
shares
|
$588,977
0.08% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
1,693
shares
|
$588,977
0.08% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,693
shares
|
$588,977
0.05% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
1,692
shares
|
$588,629
0.21% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
1,691
shares
|
$588,281
0.41% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,687
shares
|
$586,890
0.2% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,687
shares
|
$586,890
0.14% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
1,686
shares
|
$586,542
0.06% of portfolio
|
Q2 2025
Reduced 65.82%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
1,685
shares
|
$586,194
0.04% of portfolio
|
Q2 2025
Reduced 90.18%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,681
shares
|
$584,803
0.36% of portfolio
|
Q2 2025
Added 10.66%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,677
shares
|
$583,411
0.14% of portfolio
|
Q2 2025
Reduced 34.49%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
1,675
shares
|
$582,715
0.37% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
1,673
shares
|
$582,019
0.17% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Aug 08, 2025 Q2 2025 |
1,673
shares
|
$582,019
0.03% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
1,673
shares
|
$582,019
0.08% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,671
shares
|
$581,324
0.09% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,671
shares
|
$581,324
0.06% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,671
shares
|
$581,324
0.21% of portfolio
|
Q2 2025
Added 4963.64%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,671
shares
|
$581,324
0.05% of portfolio
|
Q2 2025
Added 72.27%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,670
shares
|
$580,976
0.07% of portfolio
|
Q2 2025
New holding
|