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 |
|---|---|---|---|---|---|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
592
shares
|
$179,322
0.06% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
591
shares
|
$179,019
0.16% of portfolio
|
Q1 2025
Reduced 59.24%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
590
shares
|
$178,716
0.12% of portfolio
|
Q4 2024
Reduced 56.13%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
590
shares
|
$178,716
0.17% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
590
shares
|
$178,716
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
590
shares
|
$178,716
0.21% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
588
shares
|
$178,111
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
588
shares
|
$178,111
0.14% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
587
shares
|
$177,808
0.07% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
587
shares
|
$177,808
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
584
shares
|
$176,899
0.11% of portfolio
|
Q1 2025
Added 31.24%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
584
shares
|
$176,899
0.19% of portfolio
|
Q1 2023
Added 34.25%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
583
shares
|
$176,596
0.17% of portfolio
|
Q1 2025
Reduced 69.84%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
582
shares
|
$176,293
0.14% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
580
shares
|
$175,687
0.05% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
580
shares
|
$175,687
0.14% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
579
shares
|
$175,384
0.17% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
578
shares
|
$175,081
0.12% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
578
shares
|
$175,081
0.2% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
576
shares
|
$174,476
0.08% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
575
shares
|
$174,173
0.1% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
575
shares
|
$174,173
0.1% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
574
shares
|
$173,870
0.18% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
574
shares
|
$173,870
0.25% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
573
shares
|
$173,567
0.1% of portfolio
|
Q1 2022
New holding
|