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 |
|---|---|---|---|---|---|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
970
shares
|
$291,562
0.07% of portfolio
|
Q4 2024
Reduced 95.53%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
969
shares
|
$291,262
0.24% of portfolio
|
Q1 2025
Reduced 18.57%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
967
shares
|
$290,660
0.07% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
966
shares
|
$290,360
0.13% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
966
shares
|
$290,360
0.14% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
966
shares
|
$290,360
0.27% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
964
shares
|
$289,759
0.04% of portfolio
|
Q2 2025
Reduced 21.31%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
964
shares
|
$289,759
0.19% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
964
shares
|
$289,759
0.1% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
962
shares
|
$289,157
0.19% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
960
shares
|
$288,556
0.17% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
956
shares
|
$287,354
0.35% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
955
shares
|
$287,053
0.64% of portfolio
|
Q3 2022
Reduced 3.24%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
955
shares
|
$287,053
0.27% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
954
shares
|
$286,753
0.12% of portfolio
|
Q1 2025
Added 37.46%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
953
shares
|
$286,452
0.05% of portfolio
|
Q2 2025
Reduced 48.07%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
953
shares
|
$286,452
0.01% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
952
shares
|
$286,152
0.23% of portfolio
|
Q1 2025
Reduced 58.54%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
952
shares
|
$286,152
0.11% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
951
shares
|
$285,851
0.21% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
951
shares
|
$285,851
0.09% of portfolio
|
Q2 2025
Reduced 24.64%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
947
shares
|
$284,649
0.22% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
946
shares
|
$284,348
0.19% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
946
shares
|
$284,348
0.2% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
945
shares
|
$284,048
0.32% of portfolio
|
Q2 2022
Added 8.37%
|