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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
678
shares
|
$235,869
0.1% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
678
shares
|
$235,869
0.13% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
675
shares
|
$234,825
0.15% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
674
shares
|
$234,477
0.1% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
672
shares
|
$233,782
0.05% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Shilanski & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
669
shares
|
$232,738
0.06% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
669
shares
|
$232,738
0.07% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
667
shares
|
$232,042
0.03% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
667
shares
|
$232,042
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
665
shares
|
$231,346
0.02% of portfolio
|
Q2 2025
Added 39.41%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
664
shares
|
$230,998
0.14% of portfolio
|
Q2 2025
Reduced 33.27%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
663
shares
|
$230,651
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
663
shares
|
$230,651
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
662
shares
|
$230,303
0.08% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
661
shares
|
$229,955
0.03% of portfolio
|
Q2 2025
Reduced 25.56%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
661
shares
|
$229,955
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
661
shares
|
$229,955
0.21% of portfolio
|
Q2 2025
Reduced 20.27%
|
|
|
Disciplined Equity Management, Inc.
|
Jul 28, 2025 Q2 2025 |
660
shares
|
$229,607
0.12% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
660
shares
|
$229,607
0.04% of portfolio
|
Q2 2025
Added 69.23%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
659
shares
|
$229,259
0.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
658
shares
|
$228,911
0.06% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
657
shares
|
$228,563
0.04% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
657
shares
|
$228,563
0.07% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
656
shares
|
$228,215
0.06% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
656
shares
|
$228,215
0.1% of portfolio
|
Q2 2025
Added 42.92%
|