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 |
|---|---|---|---|---|---|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
751
shares
|
$261,265
0.06% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
751
shares
|
$261,265
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
751
shares
|
$261,265
0.17% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
751
shares
|
$261,265
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
750
shares
|
$260,917
0.21% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
749
shares
|
$260,569
0.17% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
748
shares
|
$260,221
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$259,873
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
747
shares
|
$259,873
0.09% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
747
shares
|
$259,873
0.22% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$259,525
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
746
shares
|
$259,525
0.03% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
745
shares
|
$259,178
0.1% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
744
shares
|
$258,830
0.04% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
743
shares
|
$258,482
0.01% of portfolio
|
Q2 2025
Added 32.21%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
742
shares
|
$258,134
0.05% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
742
shares
|
$258,134
0.04% of portfolio
|
Q2 2025
Added 46.93%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
741
shares
|
$257,786
0.09% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$257,786
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
741
shares
|
$257,786
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
741
shares
|
$257,786
0.09% of portfolio
|
Q2 2025
Reduced 69.66%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
740
shares
|
$257,438
0.05% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
739
shares
|
$257,090
0.03% of portfolio
|
Q2 2025
Reduced 39.87%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
738
shares
|
$256,742
0.04% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
738
shares
|
$256,742
0.19% of portfolio
|
Q2 2025
Reduced 16.89%
|