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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
841
shares
|
$254,747
0.12% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
841
shares
|
$254,747
0.25% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
840
shares
|
$254,444
0.43% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
840
shares
|
$254,444
0.35% of portfolio
|
Q1 2022
New holding
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
839
shares
|
$254,141
0.37% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
835
shares
|
$252,929
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
834
shares
|
$252,626
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
834
shares
|
$252,626
0.24% of portfolio
|
Q1 2025
Added 306.83%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
833
shares
|
$252,324
0.1% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
832
shares
|
$252,021
0.03% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
831
shares
|
$251,718
0.23% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
830
shares
|
$251,415
0.02% of portfolio
|
Q2 2025
Reduced 52.95%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jun 23, 2025 Q1 2025 |
829
shares
|
$251,112
0.51% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
826
shares
|
$250,203
0.28% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
826
shares
|
$250,203
0.05% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
825
shares
|
$249,900
0.4% of portfolio
|
Q1 2025
Reduced 26.01%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
824
shares
|
$249,597
0.04% of portfolio
|
Q1 2025
Reduced 90.98%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
824
shares
|
$249,597
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
823
shares
|
$249,294
0.01% of portfolio
|
Q1 2025
Reduced 71.89%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
823
shares
|
$249,294
0.08% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
821
shares
|
$248,689
0.63% of portfolio
|
Q3 2023
Added 0.37%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
821
shares
|
$248,689
0.1% of portfolio
|
Q1 2025
Reduced 89.54%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
820
shares
|
$248,386
0.49% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
820
shares
|
$248,386
0.02% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
820
shares
|
$248,386
0.1% of portfolio
|
Q1 2025
Reduced 1.44%
|