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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
1,253
shares
|
$376,626
0.15% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
1,253
shares
|
$376,626
0.26% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,251
shares
|
$376,025
0.14% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,251
shares
|
$376,025
0.46% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,246
shares
|
$374,522
0.12% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
1,246
shares
|
$374,522
0.47% of portfolio
|
Q1 2025
Reduced 52.98%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
1,245
shares
|
$374,222
0.19% of portfolio
|
Q1 2025
Added 75.35%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
1,244
shares
|
$373,921
0.61% of portfolio
|
Q1 2025
Reduced 15.89%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,243
shares
|
$373,620
0.25% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
1,240
shares
|
$372,719
0.03% of portfolio
|
Q2 2024
Reduced 20.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,238
shares
|
$372,118
0.36% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,237
shares
|
$371,817
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,237
shares
|
$371,817
0.18% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,237
shares
|
$371,817
0.31% of portfolio
|
Q3 2023
Added 2.91%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,233
shares
|
$370,615
0.35% of portfolio
|
Q2 2025
Added 43.04%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,232
shares
|
$370,314
0.4% of portfolio
|
Q2 2023
Reduced 27.61%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,229
shares
|
$369,412
0.21% of portfolio
|
Q2 2025
Added 92.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
1,229
shares
|
$369,412
0.09% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,227
shares
|
$368,811
0.37% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
1,219
shares
|
$366,407
0.36% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
1,218
shares
|
$366,106
0.25% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1,215
shares
|
$365,204
0.11% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
1,215
shares
|
$365,204
0.45% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
1,215
shares
|
$365,204
0.74% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
1,213
shares
|
$364,603
0.49% of portfolio
|
Q1 2025
Reduced 12.92%
|