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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
1,009
shares
|
$351,021
0.12% of portfolio
|
Q2 2025
Reduced 64.05%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
1,007
shares
|
$350,325
0.06% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,005
shares
|
$349,629
0.03% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
1,005
shares
|
$349,629
0.09% of portfolio
|
Q2 2025
Reduced 84.24%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
1,002
shares
|
$348,585
0.18% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
1,000
shares
|
$347,890
0.25% of portfolio
|
Q2 2025
Added 566.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$347,890
0.0% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$347,890
0.21% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
998
shares
|
$347,194
0.26% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
996
shares
|
$346,498
0.01% of portfolio
|
Q2 2025
Reduced 63.74%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
996
shares
|
$346,498
0.26% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
995
shares
|
$346,150
0.1% of portfolio
|
Q2 2025
Added 48.73%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
994
shares
|
$345,802
0.31% of portfolio
|
Q2 2025
Added 54.35%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
992
shares
|
$345,106
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$344,758
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$344,063
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
989
shares
|
$344,063
0.04% of portfolio
|
Q2 2025
Added 132.71%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
988
shares
|
$343,715
0.04% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
988
shares
|
$343,715
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$343,367
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
986
shares
|
$343,019
0.17% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Palmer Knight CO
|
Jul 29, 2025 Q2 2025 |
985
shares
|
$342,671
0.13% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
Jul 21, 2025 Q2 2025 |
984
shares
|
$342,323
0.16% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
984
shares
|
$342,323
0.11% of portfolio
|
Q4 2024
Added 43.09%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
981
shares
|
$341,280
0.17% of portfolio
|
Q2 2025
Reduced 12.57%
|