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 |
|---|---|---|---|---|---|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
675
shares
|
$204,464
0.28% of portfolio
|
Q4 2024
Reduced 21.97%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
674
shares
|
$204,161
0.22% of portfolio
|
Q1 2025
Added 16.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
673
shares
|
$203,858
0.11% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
673
shares
|
$203,858
0.16% of portfolio
|
Q1 2025
Reduced 51.27%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
673
shares
|
$203,858
0.21% of portfolio
|
Q1 2025
Reduced 20.92%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
672
shares
|
$203,555
0.34% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
670
shares
|
$202,949
0.07% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
669
shares
|
$202,646
0.13% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
669
shares
|
$202,646
0.15% of portfolio
|
Q1 2025
Reduced 10.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
669
shares
|
$202,646
0.07% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
668
shares
|
$202,343
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
668
shares
|
$202,343
0.0% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
667
shares
|
$202,040
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
663
shares
|
$200,829
0.01% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
663
shares
|
$200,829
0.24% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
660
shares
|
$199,920
0.24% of portfolio
|
Q1 2024
Reduced 70.72%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
May 15, 2025 Q1 2025 |
660
shares
|
$199,920
0.14% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
659
shares
|
$199,617
0.15% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
659
shares
|
$199,617
0.03% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
659
shares
|
$199,617
0.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
658
shares
|
$199,314
0.06% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
657
shares
|
$199,011
0.1% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
657
shares
|
$199,011
0.07% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
656
shares
|
$198,708
0.03% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
656
shares
|
$198,708
0.17% of portfolio
|
Q1 2025
Reduced 0.46%
|