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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$399,029
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
1,147
shares
|
$399,029
0.02% of portfolio
|
Q2 2025
Added 101.94%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,147
shares
|
$399,029
0.03% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,147
shares
|
$399,029
0.1% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
1,147
shares
|
$399,029
0.08% of portfolio
|
Q2 2025
Reduced 39.73%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
1,142
shares
|
$397,290
0.3% of portfolio
|
Q2 2025
Added 124.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,142
shares
|
$397,290
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,139
shares
|
$396,246
0.21% of portfolio
|
Q2 2025
Reduced 67.13%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,139
shares
|
$396,246
0.04% of portfolio
|
Q2 2025
Added 40.1%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,137
shares
|
$395,550
0.04% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
1,136
shares
|
$395,203
0.04% of portfolio
|
Q2 2025
Reduced 10.13%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,135
shares
|
$394,855
0.02% of portfolio
|
Q2 2025
Added 12.71%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$394,855
0.2% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,135
shares
|
$394,855
0.09% of portfolio
|
Q2 2025
Reduced 77.16%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,133
shares
|
$394,159
0.12% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,130
shares
|
$393,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,126
shares
|
$391,724
0.04% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,123
shares
|
$390,680
0.01% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,123
shares
|
$390,680
0.05% of portfolio
|
Q2 2025
Reduced 61.16%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,122
shares
|
$390,332
0.24% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,121
shares
|
$389,984
0.04% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
1,116
shares
|
$388,245
0.14% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
1,116
shares
|
$388,245
0.13% of portfolio
|
Q2 2025
Added 92.41%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,115
shares
|
$387,897
0.1% of portfolio
|
Q2 2025
Added 22.8%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
1,114
shares
|
$387,549
0.39% of portfolio
|
Q2 2025
Added 6.3%
|