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 |
|---|---|---|---|---|---|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
860
shares
|
$299,185
0.0% of portfolio
|
Q2 2025
Reduced 99.35%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$299,185
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
860
shares
|
$299,185
0.16% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$297,793
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
850
shares
|
$295,706
0.01% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
849
shares
|
$295,358
0.01% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
848
shares
|
$295,010
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
848
shares
|
$295,010
0.05% of portfolio
|
Q2 2025
Reduced 49.91%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
845
shares
|
$293,967
0.12% of portfolio
|
Q2 2025
Added 58.54%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
845
shares
|
$293,967
0.12% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
843
shares
|
$293,271
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
841
shares
|
$292,575
0.02% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
841
shares
|
$292,575
0.14% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
840
shares
|
$292,227
0.04% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$292,227
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
838
shares
|
$291,531
0.04% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
835
shares
|
$290,488
0.0% of portfolio
|
Q2 2025
Reduced 71.32%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
835
shares
|
$290,488
0.08% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
835
shares
|
$290,488
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
835
shares
|
$290,488
0.16% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
835
shares
|
$290,488
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
830
shares
|
$288,748
0.05% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
830
shares
|
$288,748
0.02% of portfolio
|
Q2 2025
Reduced 52.95%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
830
shares
|
$288,748
0.1% of portfolio
|
Q2 2025
Added 41.16%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
829
shares
|
$288,400
0.24% of portfolio
|
Q2 2025
Reduced 1.31%
|