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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
897
shares
|
$312,057
0.03% of portfolio
|
Q2 2025
Reduced 45.54%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
896
shares
|
$311,709
0.1% of portfolio
|
Q2 2025
Added 28.55%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
895
shares
|
$311,361
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
893
shares
|
$310,665
0.05% of portfolio
|
Q4 2023
Added 0.22%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
892
shares
|
$310,317
0.12% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
892
shares
|
$310,317
0.07% of portfolio
|
Q2 2025
Reduced 10.35%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
891
shares
|
$309,969
0.12% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
888
shares
|
$308,926
0.02% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
888
shares
|
$308,926
0.1% of portfolio
|
Q2 2025
Reduced 24.3%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
888
shares
|
$308,926
0.02% of portfolio
|
Q2 2025
Added 14.29%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
888
shares
|
$308,926
0.01% of portfolio
|
Q2 2025
Reduced 58.03%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
888
shares
|
$308,926
0.12% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
883
shares
|
$307,186
0.07% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
882
shares
|
$306,838
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
880
shares
|
$306,143
0.06% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
874
shares
|
$304,055
0.05% of portfolio
|
Q2 2025
Reduced 36.62%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
874
shares
|
$304,055
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Albert D Mason Inc
|
Jul 29, 2025 Q2 2025 |
873
shares
|
$303,707
0.24% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
869
shares
|
$302,316
0.02% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
868
shares
|
$301,968
0.17% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
868
shares
|
$301,968
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
867
shares
|
$301,620
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$301,272
0.7% of portfolio
|
Q3 2022
Added 79.3%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
863
shares
|
$300,229
0.02% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
863
shares
|
$300,229
0.06% of portfolio
|
Q1 2025
Reduced 67.2%
|