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 |
|---|---|---|---|---|---|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
1,364
shares
|
$474,521
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
1,364
shares
|
$474,521
0.32% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
1,363
shares
|
$474,174
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,362
shares
|
$473,826
0.2% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,358
shares
|
$472,434
0.05% of portfolio
|
Q4 2023
Added 0.97%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,358
shares
|
$472,434
0.09% of portfolio
|
Q2 2025
Added 111.2%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,358
shares
|
$472,434
0.04% of portfolio
|
Q2 2025
Reduced 22.67%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
1,355
shares
|
$471,390
0.33% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,353
shares
|
$470,695
0.08% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,351
shares
|
$469,999
0.03% of portfolio
|
Q2 2025
Reduced 94.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,351
shares
|
$469,999
0.1% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
1,350
shares
|
$469,651
0.12% of portfolio
|
Q2 2024
Reduced 76.46%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,349
shares
|
$469,303
0.2% of portfolio
|
Q2 2025
Added 81.81%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,347
shares
|
$468,607
0.18% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
1,347
shares
|
$468,607
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
1,345
shares
|
$467,912
0.19% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
1,343
shares
|
$467,216
0.89% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
1,342
shares
|
$466,868
0.16% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
1,341
shares
|
$466,520
0.28% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
1,339
shares
|
$465,824
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,338
shares
|
$465,476
0.24% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,335
shares
|
$464,433
0.33% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$462,693
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
1,325
shares
|
$460,954
0.06% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,320
shares
|
$459,214
0.2% of portfolio
|
Q2 2025
Reduced 11.53%
|