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 |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
541
shares
|
$163,874
0.11% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
541
shares
|
$163,874
0.09% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
540
shares
|
$163,571
0.07% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
540
shares
|
$163,571
0.23% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
538
shares
|
$162,965
0.05% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
538
shares
|
$162,965
0.1% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
538
shares
|
$162,965
0.15% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
537
shares
|
$162,662
0.01% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
537
shares
|
$162,662
0.03% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
537
shares
|
$162,662
0.19% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
536
shares
|
$162,359
0.08% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
536
shares
|
$162,359
0.02% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
534
shares
|
$161,753
0.15% of portfolio
|
Q1 2025
Reduced 75.33%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
533
shares
|
$161,451
0.1% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
533
shares
|
$161,451
0.12% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
533
shares
|
$161,451
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
532
shares
|
$161,148
0.07% of portfolio
|
Q1 2025
Reduced 97.02%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
532
shares
|
$161,148
0.25% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
531
shares
|
$160,845
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
530
shares
|
$160,542
0.03% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
528
shares
|
$159,936
0.24% of portfolio
|
Q1 2022
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
526
shares
|
$159,330
0.22% of portfolio
|
Q1 2023
Added 14.6%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
526
shares
|
$159,330
0.18% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
525
shares
|
$159,027
0.17% of portfolio
|
Q1 2025
Added 30.27%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
524
shares
|
$158,724
0.12% of portfolio
|
Q1 2024
New holding
|