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 |
|---|---|---|---|---|---|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
1,111
shares
|
$386,505
0.11% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,111
shares
|
$386,505
0.61% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
1,110
shares
|
$386,157
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
1,108
shares
|
$385,462
0.05% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
1,107
shares
|
$385,114
0.23% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
1,106
shares
|
$384,766
0.05% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,105
shares
|
$384,418
0.17% of portfolio
|
Q2 2025
Added 24.3%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,104
shares
|
$384,070
0.26% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
1,102
shares
|
$383,374
0.07% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,100
shares
|
$382,679
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
1,098
shares
|
$381,983
0.08% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
1,097
shares
|
$381,635
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
1,096
shares
|
$381,287
0.11% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Jul 29, 2025 Q2 2025 |
1,095
shares
|
$380,939
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,091
shares
|
$379,547
0.12% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Aug 12, 2025 Q2 2025 |
1,090
shares
|
$379,200
0.08% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
1,089
shares
|
$378,852
0.11% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,089
shares
|
$378,852
0.04% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,089
shares
|
$378,852
0.12% of portfolio
|
Q2 2025
Reduced 84.84%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,089
shares
|
$378,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
1,089
shares
|
$378,852
0.23% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
1,088
shares
|
$378,504
0.13% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
1,087
shares
|
$378,156
0.09% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
1,087
shares
|
$378,156
0.04% of portfolio
|
Q2 2025
Added 15.88%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,087
shares
|
$378,156
0.14% of portfolio
|
Q2 2025
Added 3.92%
|