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 |
|---|---|---|---|---|---|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
555
shares
|
$168,115
0.91% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
554
shares
|
$167,812
5.65% of portfolio
|
Q3 2022
Reduced 68.43%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
553
shares
|
$167,509
0.05% of portfolio
|
Q1 2025
Reduced 17.71%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
550
shares
|
$166,600
0.31% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
549
shares
|
$166,297
0.05% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
549
shares
|
$166,297
0.06% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
549
shares
|
$166,297
0.19% of portfolio
|
Q1 2024
Reduced 31.55%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
549
shares
|
$166,297
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
548
shares
|
$165,994
0.28% of portfolio
|
Q4 2022
Added 0.37%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
547
shares
|
$165,691
0.0% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
547
shares
|
$165,691
0.05% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
546
shares
|
$165,388
0.09% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
546
shares
|
$165,388
0.04% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
546
shares
|
$165,388
0.48% of portfolio
|
Q3 2023
Added 4.0%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
546
shares
|
$165,388
0.09% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
546
shares
|
$165,388
0.05% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
545
shares
|
$165,085
0.14% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
545
shares
|
$165,085
0.15% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
545
shares
|
$165,085
0.2% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
545
shares
|
$165,085
0.67% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
545
shares
|
$165,085
0.05% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
543
shares
|
$164,480
0.05% of portfolio
|
Q1 2025
Reduced 68.28%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
543
shares
|
$164,480
0.03% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
543
shares
|
$164,480
0.36% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
542
shares
|
$164,177
0.26% of portfolio
|
Q1 2025
Added 1.88%
|