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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,186
shares
|
$412,597
0.11% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,185
shares
|
$412,249
0.09% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$411,553
0.08% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
1,182
shares
|
$411,205
0.26% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
1,181
shares
|
$410,858
0.04% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,181
shares
|
$410,858
0.14% of portfolio
|
Q2 2025
Added 28.51%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,180
shares
|
$410,510
0.2% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
1,180
shares
|
$410,510
0.53% of portfolio
|
Q1 2024
Reduced 1.99%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$409,814
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
1,177
shares
|
$409,466
0.02% of portfolio
|
Q2 2025
Added 37.02%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
1,175
shares
|
$408,770
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,174
shares
|
$408,422
0.04% of portfolio
|
Q2 2025
Added 61.71%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,174
shares
|
$408,422
0.0% of portfolio
|
Q2 2025
Added 114.63%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$406,683
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
1,169
shares
|
$406,683
0.22% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,167
shares
|
$405,987
0.17% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,166
shares
|
$405,639
0.21% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,164
shares
|
$404,943
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,163
shares
|
$404,596
0.09% of portfolio
|
Q2 2025
Added 44.65%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$403,900
0.27% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,159
shares
|
$403,204
0.02% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
1,159
shares
|
$403,204
0.1% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$402,856
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,155
shares
|
$401,812
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$401,117
0.11% of portfolio
|
Q3 2023
Added 0.35%
|