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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,428
shares
|
$429,228
0.2% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
1,428
shares
|
$429,228
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,426
shares
|
$428,627
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
|
$427,725
0.66% of portfolio
|
Q2 2023
Added 9.13%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,423
shares
|
$427,725
0.08% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,417
shares
|
$425,921
0.08% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,416
shares
|
$425,621
0.2% of portfolio
|
Q1 2025
Reduced 44.16%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
1,414
shares
|
$425,020
0.38% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
1,406
shares
|
$422,615
0.24% of portfolio
|
Q1 2025
Reduced 31.41%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
1,403
shares
|
$421,713
0.16% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
1,402
shares
|
$421,413
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,402
shares
|
$421,413
0.08% of portfolio
|
Q2 2025
Reduced 21.76%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,400
shares
|
$420,812
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
|
$420,812
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,396
shares
|
$419,609
0.01% of portfolio
|
Q1 2025
Added 136.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,392
shares
|
$418,407
0.15% of portfolio
|
Q2 2024
Reduced 23.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,391
shares
|
$418,106
0.15% of portfolio
|
Q1 2025
Added 64.81%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
1,388
shares
|
$417,205
0.05% of portfolio
|
Q1 2025
Reduced 13.9%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
1,387
shares
|
$416,904
0.48% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,379
shares
|
$414,499
0.13% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
May 09, 2025 Q1 2025 |
1,377
shares
|
$413,898
0.25% of portfolio
|
Q1 2025
Added 97.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,374
shares
|
$412,996
0.1% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,374
shares
|
$412,996
0.38% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,372
shares
|
$412,395
0.21% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,371
shares
|
$412,095
0.48% of portfolio
|
Q1 2025
Reduced 0.07%
|