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 |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
774
shares
|
$269,266
0.13% of portfolio
|
Q2 2025
Added 10.57%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
774
shares
|
$269,266
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
773
shares
|
$268,918
0.2% of portfolio
|
Q2 2025
Reduced 59.97%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
771
shares
|
$268,223
0.24% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
771
shares
|
$268,223
0.07% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
771
shares
|
$268,223
0.21% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
770
shares
|
$267,875
0.52% of portfolio
|
Q4 2022
Reduced 2.53%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
768
shares
|
$267,179
0.09% of portfolio
|
Q2 2025
Added 70.67%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
768
shares
|
$267,179
0.04% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
767
shares
|
$266,831
0.0% of portfolio
|
Q2 2025
Reduced 99.11%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
767
shares
|
$266,831
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
767
shares
|
$266,831
0.15% of portfolio
|
Q2 2025
Reduced 17.62%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
767
shares
|
$266,831
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
765
shares
|
$266,135
0.1% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
765
shares
|
$266,135
0.06% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
764
shares
|
$265,787
0.19% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
763
shares
|
$265,440
0.15% of portfolio
|
Q2 2022
Added 6.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
763
shares
|
$265,440
0.14% of portfolio
|
Q1 2025
Reduced 73.08%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
760
shares
|
$264,396
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 14, 2025 Q2 2025 |
759
shares
|
$264,048
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
758
shares
|
$263,700
0.17% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
756
shares
|
$263,004
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wendell David Associates Inc
|
Jul 29, 2025 Q2 2025 |
755
shares
|
$262,656
0.02% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
755
shares
|
$262,656
0.05% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
754
shares
|
$262,309
0.08% of portfolio
|
Q2 2025
Added 0.67%
|