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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,318
shares
|
$458,519
0.11% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
1,317
shares
|
$458,171
0.39% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
1,316
shares
|
$457,823
0.18% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,312
shares
|
$456,431
0.48% of portfolio
|
Q2 2024
Added 11.28%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
1,311
shares
|
$456,083
0.25% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,306
shares
|
$454,344
0.05% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
1,305
shares
|
$453,996
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,304
shares
|
$453,648
0.21% of portfolio
|
Q2 2025
Added 44.89%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
1,303
shares
|
$453,300
0.02% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,301
shares
|
$452,604
0.02% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,299
shares
|
$451,909
0.3% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
1,297
shares
|
$451,213
0.06% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
1,295
shares
|
$450,517
0.25% of portfolio
|
Q2 2025
Reduced 73.07%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
1,293
shares
|
$449,821
0.24% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,291
shares
|
$449,125
0.03% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
1,285
shares
|
$447,038
0.23% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
1,285
shares
|
$447,038
0.01% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,281
shares
|
$445,647
0.24% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
1,280
shares
|
$445,299
0.28% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,280
shares
|
$445,299
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
1,278
shares
|
$444,603
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,275
shares
|
$443,559
0.48% of portfolio
|
Q2 2021
Reduced 10.53%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
1,274
shares
|
$443,211
0.32% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,270
shares
|
$441,820
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
1,270
shares
|
$441,820
0.17% of portfolio
|
Q2 2025
Reduced 0.86%
|