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 |
|---|---|---|---|---|---|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
571
shares
|
$172,961
0.09% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
570
shares
|
$172,658
0.05% of portfolio
|
Q3 2022
Reduced 34.33%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
568
shares
|
$172,052
0.05% of portfolio
|
Q2 2024
Reduced 8.09%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
568
shares
|
$172,052
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
568
shares
|
$172,052
0.31% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
567
shares
|
$171,749
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
567
shares
|
$171,749
0.34% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
566
shares
|
$171,447
0.04% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
566
shares
|
$171,447
0.35% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
564
shares
|
$170,841
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
563
shares
|
$170,538
0.23% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
562
shares
|
$170,235
0.09% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
561
shares
|
$169,932
0.22% of portfolio
|
Q4 2024
Reduced 47.13%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
561
shares
|
$169,932
0.21% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
561
shares
|
$169,932
0.35% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
561
shares
|
$169,932
0.05% of portfolio
|
Q1 2025
Added 24.94%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
560
shares
|
$169,629
0.13% of portfolio
|
Q4 2024
Reduced 18.84%
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Apr 28, 2025 Q1 2025 |
559
shares
|
$169,326
0.01% of portfolio
|
Q1 2025
Reduced 63.27%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
558
shares
|
$169,023
0.02% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
557
shares
|
$168,720
0.1% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
557
shares
|
$168,720
0.07% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
556
shares
|
$168,417
0.1% of portfolio
|
Q4 2023
Reduced 7.49%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
556
shares
|
$168,417
0.07% of portfolio
|
Q2 2024
Reduced 18.71%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
556
shares
|
$168,417
0.19% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
555
shares
|
$168,115
0.3% of portfolio
|
Q1 2025
Reduced 17.41%
|