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 |
|---|---|---|---|---|---|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
828
shares
|
$288,052
0.18% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
827
shares
|
$287,705
0.03% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
827
shares
|
$287,705
0.01% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
825
shares
|
$287,009
0.04% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
824
shares
|
$286,661
0.14% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$286,661
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
822
shares
|
$285,965
0.05% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$285,617
0.63% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
818
shares
|
$284,574
0.13% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
816
shares
|
$283,878
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
816
shares
|
$283,878
0.09% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
815
shares
|
$283,530
0.14% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
814
shares
|
$283,182
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
812
shares
|
$282,486
0.12% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
811
shares
|
$282,138
0.05% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
811
shares
|
$282,138
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
810
shares
|
$281,790
0.03% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
809
shares
|
$281,443
0.07% of portfolio
|
Q4 2023
Reduced 1.7%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
809
shares
|
$281,443
0.02% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
808
shares
|
$281,095
0.03% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
803
shares
|
$279,355
0.03% of portfolio
|
Q2 2025
Reduced 63.89%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
803
shares
|
$279,355
0.07% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
800
shares
|
$278,312
0.13% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$278,312
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
799
shares
|
$277,964
0.13% of portfolio
|
Q2 2025
Added 14.63%
|