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 |
|---|---|---|---|---|---|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
654
shares
|
$198,103
0.22% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
653
shares
|
$197,800
0.1% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
652
shares
|
$197,497
0.12% of portfolio
|
Q1 2025
Reduced 70.87%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
651
shares
|
$197,194
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
650
shares
|
$196,891
0.08% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
650
shares
|
$196,891
0.06% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
650
shares
|
$196,891
0.24% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
649
shares
|
$196,588
0.23% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
647
shares
|
$195,982
0.06% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
647
shares
|
$195,982
0.17% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
647
shares
|
$195,982
0.17% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
646
shares
|
$195,679
0.35% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
645
shares
|
$195,376
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
645
shares
|
$195,376
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
644
shares
|
$195,074
0.16% of portfolio
|
Q1 2025
Reduced 86.14%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
644
shares
|
$195,074
0.2% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
644
shares
|
$195,074
0.37% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
643
shares
|
$194,771
0.05% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
641
shares
|
$194,165
0.22% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
640
shares
|
$193,862
0.51% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
639
shares
|
$193,559
0.09% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
636
shares
|
$192,650
0.08% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
636
shares
|
$192,650
0.05% of portfolio
|
Q1 2025
Added 43.57%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
636
shares
|
$192,650
0.07% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
636
shares
|
$192,650
0.15% of portfolio
|
Q1 2025
Added 1.6%
|