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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
1,041
shares
|
$362,153
0.03% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
1,041
shares
|
$362,153
0.29% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
1,038
shares
|
$361,109
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,038
shares
|
$361,109
0.39% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
1,036
shares
|
$360,414
0.17% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,035
shares
|
$360,066
0.43% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
1,030
shares
|
$358,326
1.22% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
1,029
shares
|
$357,978
0.1% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
1,028
shares
|
$357,630
0.04% of portfolio
|
Q2 2025
Added 109.8%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
1,027
shares
|
$357,283
0.01% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
1,026
shares
|
$356,935
0.18% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$356,587
0.05% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$356,239
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,024
shares
|
$356,239
0.3% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,021
shares
|
$355,195
0.11% of portfolio
|
Q2 2025
Added 163.82%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
1,020
shares
|
$354,847
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,019
shares
|
$354,499
0.09% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
1,018
shares
|
$354,152
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$354,152
0.18% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,016
shares
|
$353,456
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,015
shares
|
$353,108
0.05% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,013
shares
|
$352,412
0.11% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
1,012
shares
|
$352,064
0.21% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,012
shares
|
$352,064
0.04% of portfolio
|
Q2 2025
Reduced 42.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,010
shares
|
$351,368
0.05% of portfolio
|
Q2 2025
Reduced 18.94%
|