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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,270
shares
|
$441,820
0.15% of portfolio
|
Q1 2023
Added 2.42%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
1,268
shares
|
$441,124
0.06% of portfolio
|
Q2 2025
Reduced 64.42%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,263
shares
|
$439,385
0.0% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,263
shares
|
$439,385
0.14% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,262
shares
|
$439,037
0.04% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,262
shares
|
$439,037
0.13% of portfolio
|
Q2 2025
Reduced 38.95%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,261
shares
|
$438,689
0.04% of portfolio
|
Q2 2025
Reduced 56.18%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,256
shares
|
$436,949
0.1% of portfolio
|
Q2 2025
Reduced 80.59%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,255
shares
|
$436,601
0.06% of portfolio
|
Q2 2025
Reduced 42.46%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,254
shares
|
$436,254
0.03% of portfolio
|
Q3 2023
Reduced 4.49%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
1,254
shares
|
$436,254
0.29% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,251
shares
|
$435,210
0.14% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
1,250
shares
|
$434,862
0.2% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,246
shares
|
$433,470
0.14% of portfolio
|
Q2 2025
Added 142.41%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,244
shares
|
$432,775
0.1% of portfolio
|
Q2 2025
Added 221.45%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
1,244
shares
|
$432,775
0.12% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,241
shares
|
$431,731
0.17% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
1,240
shares
|
$431,383
0.03% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,238
shares
|
$430,687
0.36% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,237
shares
|
$430,339
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,237
shares
|
$430,339
0.18% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,237
shares
|
$430,339
0.31% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
1,234
shares
|
$429,296
0.08% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,233
shares
|
$428,948
0.35% of portfolio
|
Q2 2025
Added 43.04%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,232
shares
|
$428,600
0.4% of portfolio
|
Q2 2023
Reduced 27.61%
|