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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,336
shares
|
$401,574
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,335
shares
|
$401,274
0.33% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,330
shares
|
$399,771
0.62% of portfolio
|
Q3 2023
Reduced 1.85%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
1,328
shares
|
$399,170
0.34% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,325
shares
|
$398,268
0.11% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,318
shares
|
$396,164
0.11% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
1,317
shares
|
$395,863
0.42% of portfolio
|
Q1 2025
Reduced 21.18%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
1,313
shares
|
$394,661
0.08% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$394,360
0.48% of portfolio
|
Q2 2024
Added 11.28%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
1,309
shares
|
$393,459
0.59% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
1,307
shares
|
$392,858
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,306
shares
|
$392,557
0.04% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,302
shares
|
$391,355
0.02% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
1,302
shares
|
$391,355
0.36% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,302
shares
|
$391,355
0.29% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,297
shares
|
$389,852
0.2% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
1,295
shares
|
$389,251
0.65% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
1,294
shares
|
$388,950
0.21% of portfolio
|
Q1 2025
Reduced 27.63%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,293
shares
|
$388,649
0.06% of portfolio
|
Q1 2025
Reduced 39.3%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
1,293
shares
|
$388,649
0.34% of portfolio
|
Q1 2025
Reduced 62.79%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,287
shares
|
$386,846
0.03% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
1,285
shares
|
$386,245
0.42% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,285
shares
|
$386,245
0.31% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,283
shares
|
$385,644
0.09% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,281
shares
|
$385,042
0.07% of portfolio
|
Q1 2025
Added 2.4%
|