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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
1,178
shares
|
$354,083
0.45% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,178
shares
|
$354,083
0.4% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,175
shares
|
$353,181
0.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,175
shares
|
$353,181
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
1,174
shares
|
$352,880
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,173
shares
|
$352,580
0.25% of portfolio
|
Q1 2025
Added 41.5%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,172
shares
|
$352,279
0.21% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,170
shares
|
$351,678
0.18% of portfolio
|
Q1 2025
Reduced 45.3%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,169
shares
|
$351,378
0.94% of portfolio
|
Q3 2023
Added 30.47%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
1,168
shares
|
$351,077
0.6% of portfolio
|
Q1 2025
Reduced 59.1%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
1,168
shares
|
$351,077
0.08% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
1,167
shares
|
$350,776
0.22% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,167
shares
|
$350,776
0.17% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
1,164
shares
|
$349,875
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,163
shares
|
$349,574
0.09% of portfolio
|
Q2 2025
Added 44.65%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
1,161
shares
|
$348,973
0.06% of portfolio
|
Q1 2025
Reduced 65.62%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$348,372
0.03% of portfolio
|
Q1 2025
Reduced 90.38%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,159
shares
|
$348,372
0.18% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,158
shares
|
$348,071
0.25% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,157
shares
|
$347,771
0.01% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,154
shares
|
$346,869
0.09% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
1,153
shares
|
$346,568
0.11% of portfolio
|
Q3 2023
Added 0.35%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
1,153
shares
|
$346,568
0.14% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,152
shares
|
$346,268
0.28% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
1,151
shares
|
$345,967
0.44% of portfolio
|
Q1 2025
Added 2.13%
|