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 |
|---|---|---|---|---|---|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
870
shares
|
$263,531
0.2% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
869
shares
|
$263,228
0.02% of portfolio
|
Q2 2025
Added 41.99%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
869
shares
|
$263,228
0.15% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
869
shares
|
$263,228
0.28% of portfolio
|
Q1 2024
Added 1.64%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
869
shares
|
$263,228
0.11% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
868
shares
|
$262,925
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
867
shares
|
$262,622
0.02% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
866
shares
|
$262,320
0.7% of portfolio
|
Q3 2022
Added 79.3%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
865
shares
|
$262,017
0.09% of portfolio
|
Q1 2025
Reduced 95.83%
|
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
862
shares
|
$261,108
0.44% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
860
shares
|
$260,502
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
860
shares
|
$260,502
0.06% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
860
shares
|
$260,502
0.2% of portfolio
|
Q1 2024
Added 38.49%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
859
shares
|
$260,199
0.04% of portfolio
|
Q1 2025
Reduced 53.92%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
858
shares
|
$259,896
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
857
shares
|
$259,593
0.08% of portfolio
|
Q1 2025
Added 757.0%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
856
shares
|
$259,290
0.5% of portfolio
|
Q3 2022
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
856
shares
|
$259,290
0.03% of portfolio
|
Q1 2024
Reduced 18.94%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
855
shares
|
$258,988
0.21% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
851
shares
|
$257,776
0.17% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
848
shares
|
$256,867
0.3% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
848
shares
|
$256,867
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
845
shares
|
$255,958
0.12% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
843
shares
|
$255,353
0.13% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
842
shares
|
$255,050
0.02% of portfolio
|
Q1 2025
Added 8.79%
|