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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
718
shares
|
$217,489
0.11% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
718
shares
|
$217,489
0.15% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
716
shares
|
$216,883
0.1% of portfolio
|
Q2 2023
Added 71.7%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
716
shares
|
$216,883
0.37% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
714
shares
|
$216,277
0.31% of portfolio
|
Q1 2025
Reduced 16.59%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
714
shares
|
$216,277
0.16% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
712
shares
|
$215,671
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
711
shares
|
$215,369
0.17% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
709
shares
|
$214,763
0.15% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
708
shares
|
$214,460
0.07% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
708
shares
|
$214,460
0.19% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
707
shares
|
$214,157
0.06% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
707
shares
|
$214,157
0.12% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
707
shares
|
$214,157
0.08% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
707
shares
|
$214,157
0.13% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
704
shares
|
$213,248
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
701
shares
|
$212,339
0.09% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
701
shares
|
$212,339
0.18% of portfolio
|
Q1 2022
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
700
shares
|
$212,037
0.07% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
700
shares
|
$212,037
0.23% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
700
shares
|
$212,037
0.29% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
700
shares
|
$212,037
0.06% of portfolio
|
Q1 2025
Reduced 87.73%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
699
shares
|
$211,734
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
699
shares
|
$211,734
0.06% of portfolio
|
Q1 2025
Added 18.47%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
697
shares
|
$211,128
0.15% of portfolio
|
Q1 2025
Reduced 26.71%
|