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 |
|---|---|---|---|---|---|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
1,064
shares
|
$370,154
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$367,719
0.06% of portfolio
|
Q2 2025
Reduced 90.53%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,057
shares
|
$367,719
0.09% of portfolio
|
Q2 2025
Added 65.41%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,056
shares
|
$367,371
0.27% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,055
shares
|
$367,023
0.25% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,054
shares
|
$366,676
0.1% of portfolio
|
Q2 2025
Added 21.29%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,053
shares
|
$366,328
0.13% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
1,052
shares
|
$365,980
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$365,284
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
1,049
shares
|
$364,936
0.02% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
1,049
shares
|
$364,936
0.06% of portfolio
|
Q2 2025
Reduced 42.65%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
1,048
shares
|
$364,588
0.09% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,048
shares
|
$364,588
0.1% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$364,240
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$364,240
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$364,240
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
1,047
shares
|
$364,240
0.31% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,046
shares
|
$363,892
0.11% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,045
shares
|
$363,545
0.04% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$363,545
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,045
shares
|
$363,545
0.1% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,043
shares
|
$362,849
0.05% of portfolio
|
Q2 2025
Reduced 70.23%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$362,501
0.08% of portfolio
|
Q2 2023
Added 8.43%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,042
shares
|
$362,501
0.22% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,042
shares
|
$362,501
0.15% of portfolio
|
Q2 2025
Added 135.75%
|