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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
304
shares
|
$105,758
0.01% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
302
shares
|
$105,062
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$102,975
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
295
shares
|
$102,627
0.02% of portfolio
|
Q2 2025
Reduced 90.97%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
290
shares
|
$100,888
0.02% of portfolio
|
Q2 2025
Reduced 97.1%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
290
shares
|
$100,888
0.01% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
290
shares
|
$100,888
0.14% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
283
shares
|
$98,452
0.01% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
283
shares
|
$98,452
0.05% of portfolio
|
Q1 2024
Reduced 80.26%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
280
shares
|
$97,409
0.02% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
276
shares
|
$96,017
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
274
shares
|
$95,321
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
270
shares
|
$93,930
0.04% of portfolio
|
Q2 2025
Added 390.91%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
269
shares
|
$93,582
0.02% of portfolio
|
Q2 2025
Added 195.6%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
265
shares
|
$92,190
0.01% of portfolio
|
Q2 2025
Reduced 40.32%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
261
shares
|
$90,799
0.01% of portfolio
|
Q2 2025
Added 112.2%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
260
shares
|
$90,451
0.07% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
257
shares
|
$89,407
0.06% of portfolio
|
Q2 2025
Reduced 90.09%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
255
shares
|
$88,711
0.01% of portfolio
|
Q2 2025
Reduced 13.56%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$88,016
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
253
shares
|
$88,016
0.06% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
250
shares
|
$86,972
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
245
shares
|
$85,233
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
241
shares
|
$83,841
0.24% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
240
shares
|
$83,493
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|