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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
921
shares
|
$278,980
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
919
shares
|
$278,374
0.06% of portfolio
|
Q1 2025
Reduced 41.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
919
shares
|
$278,374
0.21% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
918
shares
|
$278,071
0.1% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
918
shares
|
$278,071
0.2% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
916
shares
|
$277,465
0.42% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
915
shares
|
$277,162
0.13% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
912
shares
|
$276,253
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
912
shares
|
$276,253
0.06% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
911
shares
|
$275,951
0.26% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
911
shares
|
$275,951
0.22% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
909
shares
|
$275,345
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
909
shares
|
$275,345
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
908
shares
|
$275,042
0.08% of portfolio
|
Q1 2023
Reduced 5.02%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
908
shares
|
$275,042
0.38% of portfolio
|
Q3 2024
Added 1197.14%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
908
shares
|
$275,042
0.15% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
907
shares
|
$274,739
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
906
shares
|
$274,436
0.18% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
906
shares
|
$274,436
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
905
shares
|
$274,133
4.62% of portfolio
|
Q3 2022
Added 16.93%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
902
shares
|
$273,224
0.07% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
901
shares
|
$272,921
0.17% of portfolio
|
Q2 2023
Added 1.81%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
900
shares
|
$272,619
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
900
shares
|
$272,619
0.35% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
897
shares
|
$271,710
0.72% of portfolio
|
Q4 2023
Added 4.06%
|