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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$151,680
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$151,332
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
433
shares
|
$150,636
0.1% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
429
shares
|
$149,244
0.06% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$148,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
424
shares
|
$147,505
0.04% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$146,809
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
419
shares
|
$145,765
0.01% of portfolio
|
Q2 2025
Reduced 81.65%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
417
shares
|
$145,070
0.07% of portfolio
|
Q2 2025
Added 21.93%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
410
shares
|
$142,634
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
410
shares
|
$142,634
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
409
shares
|
$142,287
0.04% of portfolio
|
Q1 2025
Reduced 77.33%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
408
shares
|
$141,939
0.08% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$140,895
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
405
shares
|
$140,895
0.02% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
403
shares
|
$140,199
0.02% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
400
shares
|
$139,156
0.23% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
390
shares
|
$135,677
0.02% of portfolio
|
Q2 2025
Reduced 32.76%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$133,241
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
383
shares
|
$133,241
0.08% of portfolio
|
Q2 2025
Added 185.82%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
375
shares
|
$130,458
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
374
shares
|
$130,110
0.07% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
373
shares
|
$129,762
0.1% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
373
shares
|
$129,762
0.06% of portfolio
|
Q2 2025
Added 410.96%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$127,675
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|