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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,211
shares
|
$364,002
0.07% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
1,211
shares
|
$364,002
0.59% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,210
shares
|
$363,701
0.05% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,207
shares
|
$362,800
0.54% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
1,207
shares
|
$362,800
0.91% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
1,203
shares
|
$361,597
0.39% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
1,202
shares
|
$361,297
0.09% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
1,202
shares
|
$361,297
0.55% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,202
shares
|
$361,297
0.05% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,201
shares
|
$360,996
0.03% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
1,199
shares
|
$360,395
0.05% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,196
shares
|
$359,493
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,195
shares
|
$359,193
0.08% of portfolio
|
Q2 2025
Added 2555.56%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
1,192
shares
|
$358,291
0.14% of portfolio
|
Q3 2022
Reduced 24.03%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,189
shares
|
$357,389
0.09% of portfolio
|
Q2 2025
Added 92.71%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
1,189
shares
|
$357,389
0.51% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,186
shares
|
$356,487
0.07% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
1,186
shares
|
$356,487
0.11% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,184
shares
|
$355,886
0.23% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
1,183
shares
|
$355,586
0.38% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,183
shares
|
$355,586
0.08% of portfolio
|
Q2 2025
Reduced 39.92%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
1,180
shares
|
$354,684
0.53% of portfolio
|
Q1 2024
Reduced 1.99%
|