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 4,024 institutions that hold shares in the stock, with a total of 786 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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
1,370
shares
|
$411,794
0.69% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,368
shares
|
$411,193
0.45% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,368
shares
|
$411,193
0.3% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,367
shares
|
$410,892
0.12% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$410,892
0.07% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,366
shares
|
$410,592
0.18% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,365
shares
|
$410,291
0.11% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,365
shares
|
$410,291
0.11% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,364
shares
|
$409,991
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
1,364
shares
|
$409,991
0.25% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
1,363
shares
|
$409,690
0.06% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$408,187
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,358
shares
|
$408,187
0.04% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Washington Capital Management Inc
|
Apr 14, 2025 Q1 2025 |
1,355
shares
|
$407,285
0.59% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,353
shares
|
$406,684
0.08% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
1,350
shares
|
$405,783
0.07% of portfolio
|
Q1 2025
Added 71.97%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
1,350
shares
|
$405,783
0.23% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
1,349
shares
|
$405,482
0.52% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
1,348
shares
|
$405,181
0.11% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
1,346
shares
|
$404,580
0.12% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,345
shares
|
$404,280
0.44% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
1,343
shares
|
$403,678
0.42% of portfolio
|
Q1 2025
Added 25.4%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$403,678
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,337
shares
|
$401,875
0.04% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,336
shares
|
$401,574
0.13% of portfolio
|
Q1 2025
New holding
|