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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,051
shares
|
$315,909
0.38% of portfolio
|
Q1 2025
Reduced 30.58%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
1,050
shares
|
$315,609
0.15% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$315,609
0.31% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
1,050
shares
|
$315,609
0.49% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
1,049
shares
|
$315,308
0.02% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,048
shares
|
$315,007
0.37% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$314,707
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,047
shares
|
$314,707
0.05% of portfolio
|
Q2 2023
Reduced 2.42%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,047
shares
|
$314,707
0.14% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
1,047
shares
|
$314,707
0.17% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,046
shares
|
$314,406
0.24% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,045
shares
|
$314,106
0.23% of portfolio
|
Q4 2022
Reduced 81.71%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
1,042
shares
|
$313,204
0.13% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,042
shares
|
$313,204
0.08% of portfolio
|
Q2 2023
Added 8.43%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,038
shares
|
$312,002
0.05% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$312,002
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,036
shares
|
$311,400
0.28% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,035
shares
|
$311,100
0.43% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,034
shares
|
$310,799
0.29% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
1,034
shares
|
$310,799
0.27% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,033
shares
|
$310,499
0.21% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
1,032
shares
|
$310,198
0.02% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
1,030
shares
|
$309,597
0.0% of portfolio
|
Q1 2025
Added 27.16%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
1,030
shares
|
$309,597
0.16% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,029
shares
|
$309,296
0.1% of portfolio
|
Q2 2025
Reduced 12.87%
|