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 |
|---|---|---|---|---|---|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
946
shares
|
$329,103
0.2% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
946
shares
|
$329,103
0.06% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$328,756
0.32% of portfolio
|
Q2 2022
Added 8.37%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
945
shares
|
$328,756
0.09% of portfolio
|
Q1 2021
Reduced 1.05%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
944
shares
|
$328,408
0.01% of portfolio
|
Q2 2025
Reduced 18.55%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
942
shares
|
$327,712
0.11% of portfolio
|
Q2 2025
Reduced 49.38%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
940
shares
|
$327,016
0.13% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
940
shares
|
$327,016
0.25% of portfolio
|
Q2 2025
Added 80.77%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
939
shares
|
$326,668
0.11% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
938
shares
|
$326,320
0.15% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
938
shares
|
$326,320
0.21% of portfolio
|
Q2 2025
Reduced 12.91%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
937
shares
|
$325,972
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
937
shares
|
$325,972
0.06% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
935
shares
|
$325,277
0.16% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
932
shares
|
$324,233
0.16% of portfolio
|
Q2 2025
Reduced 83.17%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
931
shares
|
$323,885
0.09% of portfolio
|
Q2 2025
Reduced 43.78%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
931
shares
|
$323,885
0.14% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
931
shares
|
$323,885
0.21% of portfolio
|
Q1 2025
Added 21.22%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
929
shares
|
$323,189
0.07% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
929
shares
|
$323,189
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
927
shares
|
$322,494
0.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
926
shares
|
$322,146
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
926
shares
|
$322,146
0.2% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
924
shares
|
$321,450
0.02% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
923
shares
|
$321,102
0.02% of portfolio
|
Q2 2025
Reduced 14.85%
|