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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
609
shares
|
$211,865
0.04% of portfolio
|
Q2 2025
Added 89.13%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
609
shares
|
$211,865
0.11% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
609
shares
|
$211,865
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
596
shares
|
$207,342
0.0% of portfolio
|
Q2 2025
Reduced 97.89%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
587
shares
|
$204,211
0.07% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
587
shares
|
$204,211
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$203,167
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
577
shares
|
$200,732
0.28% of portfolio
|
Q2 2025
Reduced 61.35%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
573
shares
|
$199,340
0.1% of portfolio
|
Q1 2022
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
572
shares
|
$198,993
0.03% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
571
shares
|
$198,645
0.09% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
570
shares
|
$198,297
0.05% of portfolio
|
Q3 2022
Reduced 34.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
570
shares
|
$198,297
0.15% of portfolio
|
Q2 2025
Reduced 30.91%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
568
shares
|
$197,601
0.01% of portfolio
|
Q2 2025
Reduced 39.77%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
568
shares
|
$197,601
0.31% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
566
shares
|
$196,905
0.35% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
562
shares
|
$195,514
0.0% of portfolio
|
Q2 2025
Reduced 96.51%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$193,426
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
556
shares
|
$193,426
0.01% of portfolio
|
Q2 2025
Reduced 93.68%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$192,731
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
552
shares
|
$192,035
0.04% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
552
shares
|
$192,035
0.11% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
551
shares
|
$191,687
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
550
shares
|
$191,339
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$190,991
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|