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 |
|---|---|---|---|---|---|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,147
shares
|
$344,765
0.94% of portfolio
|
Q4 2022
Added 9.76%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,147
shares
|
$344,765
0.1% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
1,147
shares
|
$344,765
0.59% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
1,144
shares
|
$343,863
0.06% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,141
shares
|
$342,961
0.28% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
1,140
shares
|
$342,661
0.15% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
1,137
shares
|
$341,759
0.04% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,136
shares
|
$341,458
0.05% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
1,135
shares
|
$341,158
0.19% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,135
shares
|
$341,158
0.2% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,133
shares
|
$340,557
0.22% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,131
shares
|
$339,955
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,131
shares
|
$339,955
0.2% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,131
shares
|
$339,955
0.4% of portfolio
|
Q1 2025
Added 24.7%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,126
shares
|
$338,453
0.07% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,126
shares
|
$338,453
0.03% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,125
shares
|
$338,152
0.25% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
1,122
shares
|
$337,250
0.37% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
1,121
shares
|
$336,950
0.04% of portfolio
|
Q2 2025
Added 59.23%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
1,119
shares
|
$336,349
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,118
shares
|
$336,048
0.42% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
1,116
shares
|
$335,447
0.05% of portfolio
|
Q1 2025
Reduced 40.92%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
1,116
shares
|
$335,447
0.14% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,112
shares
|
$334,244
0.11% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,111
shares
|
$333,944
0.61% of portfolio
|
Q1 2025
Added 0.54%
|