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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
753
shares
|
$228,091
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
753
shares
|
$228,091
0.07% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
751
shares
|
$227,485
0.16% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
751
shares
|
$227,485
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
751
shares
|
$227,485
0.15% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
750
shares
|
$227,182
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
749
shares
|
$226,879
0.26% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
747
shares
|
$226,273
0.04% of portfolio
|
Q2 2023
Added 30.14%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
747
shares
|
$226,273
0.1% of portfolio
|
Q1 2025
Reduced 30.32%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
747
shares
|
$226,273
0.22% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
746
shares
|
$225,970
0.16% of portfolio
|
Q3 2024
Reduced 19.09%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
746
shares
|
$225,970
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
746
shares
|
$225,970
0.02% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
745
shares
|
$225,667
0.21% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
745
shares
|
$225,667
0.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
745
shares
|
$225,667
0.28% of portfolio
|
Q1 2025
Added 38.99%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
744
shares
|
$225,365
0.05% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
743
shares
|
$225,062
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
743
shares
|
$225,062
0.01% of portfolio
|
Q2 2025
Added 32.21%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
743
shares
|
$225,062
0.05% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
742
shares
|
$224,759
0.21% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
742
shares
|
$224,759
0.03% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
741
shares
|
$224,456
0.09% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
741
shares
|
$224,456
1.59% of portfolio
|
Q4 2023
Reduced 30.81%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
741
shares
|
$224,456
0.25% of portfolio
|
Q1 2025
Reduced 3.89%
|