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 3,961 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
1,442
shares
|
$415,396
0.22% of portfolio
|
Q2 2024
Reduced 49.31%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,441
shares
|
$415,108
0.26% of portfolio
|
Q1 2025
Added 967.41%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,440
shares
|
$414,820
0.33% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
1,440
shares
|
$414,820
0.61% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,438
shares
|
$414,244
0.56% of portfolio
|
Q2 2022
Reduced 31.43%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
1,438
shares
|
$414,244
0.1% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
1,437
shares
|
$413,956
0.08% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,437
shares
|
$413,956
0.6% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
1,437
shares
|
$413,956
0.04% of portfolio
|
Q1 2025
Added 34.93%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,430
shares
|
$411,940
0.08% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,428
shares
|
$411,363
0.2% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$410,787
0.38% of portfolio
|
Q1 2024
Reduced 9.92%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
1,423
shares
|
$409,923
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,423
shares
|
$409,923
0.08% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,416
shares
|
$407,907
0.2% of portfolio
|
Q1 2025
Reduced 44.16%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
1,414
shares
|
$407,330
0.38% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,410
shares
|
$406,178
0.07% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,407
shares
|
$405,314
0.21% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
1,406
shares
|
$405,026
0.24% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,403
shares
|
$404,162
0.16% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,402
shares
|
$403,874
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,402
shares
|
$403,874
0.08% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$403,298
0.47% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,400
shares
|
$403,298
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,396
shares
|
$402,145
0.01% of portfolio
|
Q1 2025
Added 136.21%
|