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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
799
shares
|
$277,964
0.22% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
798
shares
|
$277,616
0.05% of portfolio
|
Q2 2025
Reduced 91.63%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
797
shares
|
$277,268
0.08% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
795
shares
|
$276,572
0.63% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
794
shares
|
$276,224
0.03% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Argent Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
792
shares
|
$275,528
0.01% of portfolio
|
Q2 2025
Reduced 99.62%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
791
shares
|
$275,180
0.07% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
791
shares
|
$275,180
0.06% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$274,833
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
790
shares
|
$274,833
0.19% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
789
shares
|
$274,485
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
787
shares
|
$273,789
0.09% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$273,093
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
785
shares
|
$273,093
0.05% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
783
shares
|
$272,397
0.19% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
783
shares
|
$272,397
0.12% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
782
shares
|
$272,049
0.08% of portfolio
|
Q2 2025
Added 33.9%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$271,354
0.08% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
779
shares
|
$271,006
0.16% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
778
shares
|
$270,658
0.06% of portfolio
|
Q2 2025
Added 29.45%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
778
shares
|
$270,658
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
778
shares
|
$270,658
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
777
shares
|
$270,310
0.07% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
776
shares
|
$269,962
0.05% of portfolio
|
Q2 2025
Reduced 53.06%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
775
shares
|
$269,614
0.05% of portfolio
|
Q2 2025
Reduced 6.96%
|