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 |
|---|---|---|---|---|---|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,000
shares
|
$300,580
0.36% of portfolio
|
Q1 2025
Reduced 78.52%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
1,000
shares
|
$300,580
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
996
shares
|
$299,377
0.11% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
995
shares
|
$299,077
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
995
shares
|
$299,077
0.37% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
995
shares
|
$299,077
0.17% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
991
shares
|
$297,874
0.36% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
990
shares
|
$297,574
0.09% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
989
shares
|
$297,273
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
989
shares
|
$297,273
0.52% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
988
shares
|
$296,973
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Jgp Global Gestao De Recursos Ltda.
|
May 09, 2025 Q1 2025 |
987
shares
|
$296,672
0.41% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
987
shares
|
$296,672
0.09% of portfolio
|
Q3 2022
Added 1.75%
|
|
|
Palmer Knight CO
|
May 06, 2025 Q1 2025 |
985
shares
|
$296,071
0.26% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
984
shares
|
$295,770
0.11% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
983
shares
|
$295,470
0.04% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
983
shares
|
$295,470
0.18% of portfolio
|
Q1 2025
Added 50.77%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
981
shares
|
$294,868
0.27% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
981
shares
|
$294,868
0.26% of portfolio
|
Q1 2025
Added 44.05%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
978
shares
|
$293,967
0.63% of portfolio
|
Q2 2024
Added 16.71%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
978
shares
|
$293,967
0.14% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
978
shares
|
$293,967
0.52% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
975
shares
|
$293,065
0.07% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
975
shares
|
$293,065
0.05% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
974
shares
|
$292,764
0.25% of portfolio
|
Q1 2025
Reduced 1.91%
|