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 |
|---|---|---|---|---|---|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
656
shares
|
$228,215
0.1% of portfolio
|
Q2 2025
Reduced 65.47%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
655
shares
|
$227,867
0.06% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
654
shares
|
$227,520
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
654
shares
|
$227,520
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
654
shares
|
$227,520
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
653
shares
|
$227,172
0.05% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
653
shares
|
$227,172
0.16% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
651
shares
|
$226,476
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
650
shares
|
$226,128
0.08% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
650
shares
|
$226,128
0.03% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
649
shares
|
$225,780
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
647
shares
|
$225,084
0.06% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
647
shares
|
$225,084
0.17% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
645
shares
|
$224,389
0.09% of portfolio
|
Q2 2025
Added 41.45%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
645
shares
|
$224,389
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
644
shares
|
$224,041
0.03% of portfolio
|
Q2 2025
Added 30.36%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
642
shares
|
$223,345
0.12% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$222,649
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
639
shares
|
$222,301
0.11% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
637
shares
|
$221,605
0.05% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
636
shares
|
$221,258
0.08% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
633
shares
|
$220,214
0.17% of portfolio
|
Q2 2025
Added 1293.21%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$217,431
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
614
shares
|
$213,604
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
611
shares
|
$212,560
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|