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 4,037 institutions that hold shares in the stock, with a total of 794 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
1,027
shares
|
$311,088
0.02% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,026
shares
|
$310,785
0.31% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
1,026
shares
|
$310,785
0.33% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,024
shares
|
$310,179
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,021
shares
|
$309,271
0.11% of portfolio
|
Q2 2025
Added 163.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
1,021
shares
|
$309,271
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,020
shares
|
$308,968
0.07% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,018
shares
|
$308,362
0.18% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,017
shares
|
$308,059
0.2% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Apr 17, 2025 Q1 2025 |
1,017
shares
|
$308,059
0.29% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,015
shares
|
$307,453
0.05% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,013
shares
|
$306,847
0.19% of portfolio
|
Q1 2025
Reduced 33.57%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,013
shares
|
$306,847
0.11% of portfolio
|
Q2 2025
Reduced 31.83%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
1,012
shares
|
$306,544
0.38% of portfolio
|
Q4 2024
Reduced 20.13%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,010
shares
|
$305,939
0.29% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
1,007
shares
|
$305,030
0.03% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,007
shares
|
$305,030
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,007
shares
|
$305,030
0.32% of portfolio
|
Q1 2025
Reduced 33.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,006
shares
|
$304,727
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,005
shares
|
$304,424
0.03% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
1,004
shares
|
$304,121
0.11% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,003
shares
|
$303,818
0.06% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,002
shares
|
$303,515
0.16% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
1,002
shares
|
$303,515
0.39% of portfolio
|
Q1 2025
Added 159.59%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
1,000
shares
|
$302,910
0.25% of portfolio
|
Q4 2024
Reduced 62.96%
|