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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
697
shares
|
$211,128
0.26% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
697
shares
|
$211,128
0.02% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
697
shares
|
$211,128
0.19% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
695
shares
|
$210,522
0.02% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
694
shares
|
$210,219
0.15% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
693
shares
|
$209,916
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
692
shares
|
$209,613
0.05% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
692
shares
|
$209,613
0.08% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
692
shares
|
$209,613
0.36% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
692
shares
|
$209,613
0.27% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
691
shares
|
$209,310
0.23% of portfolio
|
Q1 2025
Reduced 62.43%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
691
shares
|
$209,310
0.06% of portfolio
|
Q1 2025
Added 40.16%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
691
shares
|
$209,310
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
688
shares
|
$208,402
0.07% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
688
shares
|
$208,402
0.23% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
687
shares
|
$208,099
0.3% of portfolio
|
Q4 2021
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
687
shares
|
$208,099
0.53% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
685
shares
|
$207,493
0.27% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
684
shares
|
$207,190
0.12% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
684
shares
|
$207,190
0.12% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
682
shares
|
$206,584
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
681
shares
|
$206,281
0.31% of portfolio
|
Q1 2025
Reduced 14.55%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
678
shares
|
$205,372
0.11% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
678
shares
|
$205,372
0.1% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
676
shares
|
$204,767
0.1% of portfolio
|
Q1 2025
Added 1.2%
|