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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
738
shares
|
$256,742
0.04% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
737
shares
|
$256,394
0.07% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
736
shares
|
$256,047
0.03% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
734
shares
|
$255,351
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$255,003
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
733
shares
|
$255,003
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
732
shares
|
$254,655
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
732
shares
|
$254,655
0.09% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
731
shares
|
$254,307
0.07% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
731
shares
|
$254,307
0.06% of portfolio
|
Q2 2025
Added 51.03%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
731
shares
|
$254,307
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
731
shares
|
$254,307
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
731
shares
|
$254,307
0.09% of portfolio
|
Q2 2025
Reduced 43.86%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
729
shares
|
$253,611
0.15% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
729
shares
|
$253,611
0.1% of portfolio
|
Q2 2025
Reduced 70.21%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
728
shares
|
$253,263
0.05% of portfolio
|
Q2 2025
Added 45.6%
|
|
|
Grange Capital, LLC
Beaverton, OR |
Aug 07, 2025 Q2 2025 |
727
shares
|
$252,916
0.24% of portfolio
|
Q2 2025
Reduced 42.94%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
726
shares
|
$252,568
0.01% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
726
shares
|
$252,568
0.16% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
726
shares
|
$252,568
0.21% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
724
shares
|
$251,872
0.03% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
723
shares
|
$251,524
0.17% of portfolio
|
Q2 2025
Added 16.99%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
720
shares
|
$250,480
0.02% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
719
shares
|
$250,132
0.11% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
719
shares
|
$250,132
0.09% of portfolio
|
Q2 2025
Reduced 54.55%
|