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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
636
shares
|
$192,650
0.13% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
636
shares
|
$192,650
0.05% of portfolio
|
Q1 2025
Reduced 48.92%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
635
shares
|
$192,347
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
633
shares
|
$191,742
0.3% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
633
shares
|
$191,742
0.17% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
632
shares
|
$191,439
0.36% of portfolio
|
Q1 2025
Reduced 53.29%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
631
shares
|
$191,136
0.07% of portfolio
|
Q1 2025
Reduced 79.27%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
628
shares
|
$190,227
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
628
shares
|
$190,227
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
627
shares
|
$189,924
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
627
shares
|
$189,924
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
626
shares
|
$189,621
0.07% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
625
shares
|
$189,318
0.17% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$189,318
0.04% of portfolio
|
Q1 2025
Reduced 95.97%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
624
shares
|
$189,015
0.06% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
624
shares
|
$189,015
0.12% of portfolio
|
Q3 2024
Added 5.94%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
623
shares
|
$188,712
0.03% of portfolio
|
Q1 2025
Reduced 19.2%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
623
shares
|
$188,712
0.26% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
622
shares
|
$188,410
0.25% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
621
shares
|
$188,107
0.16% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
619
shares
|
$187,501
0.07% of portfolio
|
Q1 2025
Reduced 92.0%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
619
shares
|
$187,501
0.05% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
619
shares
|
$187,501
0.07% of portfolio
|
Q1 2025
Added 59.13%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
618
shares
|
$187,198
0.25% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
617
shares
|
$186,895
0.25% of portfolio
|
Q1 2025
Added 1.15%
|