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 4,009 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,582
shares
|
$475,517
0.36% of portfolio
|
Q1 2025
Added 35.56%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
1,578
shares
|
$474,315
1.86% of portfolio
|
Q2 2022
Reduced 1.19%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
1,578
shares
|
$474,315
0.01% of portfolio
|
Q1 2025
Reduced 34.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,576
shares
|
$473,714
0.19% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,566
shares
|
$470,708
0.45% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,565
shares
|
$470,407
0.34% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
1,564
shares
|
$470,107
0.34% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
1,562
shares
|
$469,505
0.23% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
1,562
shares
|
$469,505
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,556
shares
|
$467,702
0.32% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,555
shares
|
$467,401
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
1,550
shares
|
$465,899
0.17% of portfolio
|
Q1 2025
Reduced 20.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,549
shares
|
$465,598
0.27% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,549
shares
|
$465,598
0.64% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
1,544
shares
|
$464,095
0.2% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,542
shares
|
$463,494
0.1% of portfolio
|
Q2 2025
Reduced 27.57%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,540
shares
|
$462,893
0.27% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
1,540
shares
|
$462,893
1.24% of portfolio
|
Q4 2021
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
1,540
shares
|
$462,893
0.11% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
1,539
shares
|
$462,592
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,537
shares
|
$461,991
0.1% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
1,537
shares
|
$461,991
0.14% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
1,536
shares
|
$461,690
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
1,534
shares
|
$461,089
0.89% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,533
shares
|
$460,789
0.08% of portfolio
|
Q1 2025
Reduced 2.29%
|