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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
1,420
shares
|
$494,003
0.11% of portfolio
|
Q2 2025
Added 27.93%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,410
shares
|
$490,524
0.07% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,407
shares
|
$489,481
0.21% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
1,406
shares
|
$489,133
0.05% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,403
shares
|
$488,089
0.04% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,402
shares
|
$487,741
0.08% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$487,046
0.47% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,398
shares
|
$486,350
0.04% of portfolio
|
Q2 2025
Added 168.85%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
1,397
shares
|
$486,002
0.38% of portfolio
|
Q2 2025
Added 21.8%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,394
shares
|
$484,958
0.12% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$484,262
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
1,392
shares
|
$484,262
0.23% of portfolio
|
Q2 2025
Added 77.1%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
1,392
shares
|
$484,262
0.36% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
1,389
shares
|
$483,219
0.27% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
1,387
shares
|
$482,523
0.34% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
1,385
shares
|
$481,827
0.02% of portfolio
|
Q2 2025
Reduced 41.36%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
1,385
shares
|
$481,827
0.11% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Aug 07, 2025 Q2 2025 |
1,384
shares
|
$481,479
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
1,377
shares
|
$479,044
1.01% of portfolio
|
Q2 2025
Reduced 83.06%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
1,375
shares
|
$478,348
0.12% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
1,373
shares
|
$477,652
0.03% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,372
shares
|
$477,305
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
1,368
shares
|
$475,913
0.05% of portfolio
|
Q2 2025
Reduced 76.46%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,366
shares
|
$475,217
0.0% of portfolio
|
Q2 2025
Added 56.47%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
1,365
shares
|
$474,869
0.07% of portfolio
|
Q1 2025
Reduced 9.9%
|