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 |
|---|---|---|---|---|---|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Apr 30, 2025 Q1 2025 |
798
shares
|
$241,722
0.08% of portfolio
|
Q1 2025
Reduced 83.45%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
798
shares
|
$241,722
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
797
shares
|
$241,419
0.03% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
796
shares
|
$241,116
0.32% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
795
shares
|
$240,813
0.63% of portfolio
|
Q1 2025
Reduced 54.98%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
794
shares
|
$240,510
0.06% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
794
shares
|
$240,510
0.31% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
790
shares
|
$239,298
0.69% of portfolio
|
Q2 2022
Reduced 38.38%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
790
shares
|
$239,298
0.19% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
789
shares
|
$238,995
0.07% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
789
shares
|
$238,995
0.29% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
788
shares
|
$238,693
0.08% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
787
shares
|
$238,390
0.04% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
786
shares
|
$238,087
0.05% of portfolio
|
Q1 2025
Added 52.92%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
786
shares
|
$238,087
0.03% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
786
shares
|
$238,087
0.23% of portfolio
|
Q1 2025
Added 20.74%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
785
shares
|
$237,784
0.35% of portfolio
|
Q1 2023
Added 1.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
785
shares
|
$237,784
0.05% of portfolio
|
Q2 2025
Reduced 9.35%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
783
shares
|
$237,178
0.19% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
783
shares
|
$237,178
0.2% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
781
shares
|
$236,572
0.28% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
780
shares
|
$236,269
0.08% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
777
shares
|
$235,361
0.03% of portfolio
|
Q1 2025
Reduced 26.28%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
777
shares
|
$235,361
0.07% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
777
shares
|
$235,361
0.32% of portfolio
|
Q1 2025
Reduced 2.26%
|