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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
923
shares
|
$321,102
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
922
shares
|
$320,754
0.41% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
918
shares
|
$319,363
0.06% of portfolio
|
Q2 2025
Added 26.97%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
918
shares
|
$319,363
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
917
shares
|
$319,015
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
915
shares
|
$318,319
0.07% of portfolio
|
Q2 2025
Added 11.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
915
shares
|
$318,319
0.13% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
912
shares
|
$317,275
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
912
shares
|
$317,275
0.15% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
911
shares
|
$316,927
0.14% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
908
shares
|
$315,884
0.14% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$315,884
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$315,884
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
907
shares
|
$315,536
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$315,536
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$314,840
4.62% of portfolio
|
Q3 2022
Added 16.93%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
905
shares
|
$314,840
0.22% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
904
shares
|
$314,492
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
903
shares
|
$314,144
0.04% of portfolio
|
Q2 2025
Added 27.72%
|
|
|
Satovsky Asset Management LLC
|
Aug 13, 2025 Q2 2025 |
903
shares
|
$314,144
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
902
shares
|
$313,796
0.07% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$313,448
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
901
shares
|
$313,448
0.11% of portfolio
|
Q2 2025
Reduced 39.12%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
901
shares
|
$313,448
0.19% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$312,057
0.72% of portfolio
|
Q4 2023
Added 4.06%
|