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 |
|---|---|---|---|---|---|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
740
shares
|
$224,153
0.1% of portfolio
|
Q2 2020
Reduced 9.54%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
740
shares
|
$224,153
0.22% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
739
shares
|
$223,850
0.09% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
738
shares
|
$223,547
0.19% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
737
shares
|
$223,244
0.07% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
737
shares
|
$223,244
0.22% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Greatmark Investment Partners, Inc.
|
May 01, 2025 Q1 2025 |
735
shares
|
$222,638
0.05% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
735
shares
|
$222,638
0.02% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
735
shares
|
$222,638
0.08% of portfolio
|
Q1 2025
Added 60.48%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
735
shares
|
$222,638
0.35% of portfolio
|
Q1 2025
Added 56.72%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
733
shares
|
$222,033
0.02% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
733
shares
|
$222,033
0.24% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
731
shares
|
$221,427
0.07% of portfolio
|
Q2 2025
Added 101.93%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
731
shares
|
$221,427
0.06% of portfolio
|
Q2 2025
Added 51.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
731
shares
|
$221,427
0.25% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
728
shares
|
$220,518
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
728
shares
|
$220,518
0.05% of portfolio
|
Q2 2025
Added 45.6%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
727
shares
|
$220,215
0.26% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
726
shares
|
$219,912
0.05% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
726
shares
|
$219,912
0.21% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
725
shares
|
$219,609
0.03% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
723
shares
|
$219,003
0.08% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
722
shares
|
$218,701
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
720
shares
|
$218,095
0.03% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
719
shares
|
$217,792
0.19% of portfolio
|
Q1 2025
Reduced 6.5%
|