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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,110
shares
|
$333,643
0.16% of portfolio
|
Q1 2025
Added 22.52%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
1,110
shares
|
$333,643
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
1,109
shares
|
$333,343
0.64% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
1,108
shares
|
$333,042
0.14% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
1,108
shares
|
$333,042
0.37% of portfolio
|
Q1 2025
Added 28.69%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
1,102
shares
|
$331,239
0.93% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
1,101
shares
|
$330,938
0.6% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Apr 29, 2025 Q1 2025 |
1,100
shares
|
$330,638
0.03% of portfolio
|
Q1 2025
Reduced 46.6%
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
1,100
shares
|
$330,638
0.08% of portfolio
|
Q1 2025
Added 135.55%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
1,100
shares
|
$330,638
0.09% of portfolio
|
Q1 2025
Added 135.55%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
1,100
shares
|
$330,638
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
1,096
shares
|
$329,435
0.11% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,096
shares
|
$329,435
0.31% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
1,095
shares
|
$329,135
0.36% of portfolio
|
Q4 2024
Reduced 28.48%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
1,095
shares
|
$329,135
0.39% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
1,093
shares
|
$328,533
0.19% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
May 13, 2025 Q1 2025 |
1,092
shares
|
$328,233
0.06% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
1,090
shares
|
$327,632
0.14% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
1,089
shares
|
$327,331
0.11% of portfolio
|
Q2 2025
Reduced 8.02%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
1,089
shares
|
$327,331
0.43% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,087
shares
|
$326,730
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,085
shares
|
$326,129
0.12% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,084
shares
|
$325,828
0.04% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,083
shares
|
$325,528
0.57% of portfolio
|
Q3 2023
Added 8.08%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,083
shares
|
$325,528
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|