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 |
|---|---|---|---|---|---|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
1,531
shares
|
$460,187
0.12% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,529
shares
|
$459,586
0.27% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
1,528
shares
|
$459,286
0.14% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,525
shares
|
$458,384
0.18% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
1,525
shares
|
$458,384
0.07% of portfolio
|
Q1 2025
Reduced 32.61%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,525
shares
|
$458,384
0.36% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,524
shares
|
$458,083
0.23% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
1,522
shares
|
$457,482
0.06% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
1,519
shares
|
$456,581
0.53% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,519
shares
|
$456,581
0.14% of portfolio
|
Q1 2024
Added 92.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,517
shares
|
$455,979
0.08% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
1,513
shares
|
$454,777
0.28% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,512
shares
|
$454,476
0.15% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
1,510
shares
|
$453,875
0.3% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
1,505
shares
|
$452,372
0.17% of portfolio
|
Q1 2025
Reduced 27.78%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
1,501
shares
|
$451,170
0.03% of portfolio
|
Q2 2025
Added 85.08%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
1,500
shares
|
$450,870
0.89% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,496
shares
|
$449,667
0.14% of portfolio
|
Q2 2024
Reduced 93.79%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,493
shares
|
$448,765
0.04% of portfolio
|
Q2 2025
Reduced 28.67%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
1,493
shares
|
$448,765
0.77% of portfolio
|
Q1 2025
Reduced 65.3%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,492
shares
|
$448,465
0.42% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,490
shares
|
$447,864
0.16% of portfolio
|
Q1 2025
Reduced 11.52%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,488
shares
|
$447,263
0.16% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
1,485
shares
|
$446,361
0.45% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,484
shares
|
$446,060
0.49% of portfolio
|
Q1 2025
Reduced 7.42%
|