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 |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$190,643
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
547
shares
|
$190,295
0.04% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$189,947
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
544
shares
|
$189,252
0.07% of portfolio
|
Q2 2025
Reduced 33.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$188,904
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$187,860
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
538
shares
|
$187,164
0.06% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
534
shares
|
$185,773
0.15% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$185,077
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
530
shares
|
$184,381
0.06% of portfolio
|
Q2 2025
Reduced 81.31%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$183,685
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
519
shares
|
$180,554
0.01% of portfolio
|
Q2 2025
Reduced 98.5%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
518
shares
|
$180,207
0.08% of portfolio
|
Q2 2025
Added 147.85%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$179,859
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
511
shares
|
$177,771
0.07% of portfolio
|
Q2 2025
Added 322.31%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
511
shares
|
$177,771
0.03% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
510
shares
|
$177,423
0.11% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
510
shares
|
$177,423
0.15% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
508
shares
|
$176,728
0.09% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
508
shares
|
$176,728
0.13% of portfolio
|
Q2 2025
Added 504.76%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
508
shares
|
$176,728
0.13% of portfolio
|
Q2 2025
Added 504.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
502
shares
|
$174,640
0.02% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
501
shares
|
$174,292
0.03% of portfolio
|
Q2 2025
Added 2847.06%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$173,945
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
500
shares
|
$173,945
0.0% of portfolio
|
Q2 2025
Reduced 91.25%
|