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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
189
shares
|
$65,751
0.02% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
189
shares
|
$65,751
0.02% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
186
shares
|
$64,707
0.05% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
186
shares
|
$64,707
0.04% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$64,359
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
180
shares
|
$62,620
0.05% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
175
shares
|
$60,880
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
174
shares
|
$60,532
0.03% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
169
shares
|
$58,793
0.01% of portfolio
|
Q2 2025
Reduced 99.12%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
167
shares
|
$58,097
0.04% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
166
shares
|
$57,749
0.02% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$56,706
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jul 29, 2025 Q2 2025 |
162
shares
|
$56,358
4.61% of portfolio
|
Q2 2025
Reduced 73.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
161
shares
|
$56,010
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
160
shares
|
$55,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$55,662
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$55,314
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
156
shares
|
$54,270
0.02% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
156
shares
|
$54,270
0.02% of portfolio
|
Q2 2025
Reduced 96.53%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
154
shares
|
$53,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
153
shares
|
$53,227
0.02% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
152
shares
|
$52,879
0.04% of portfolio
|
Q2 2025
Added 390.32%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
151
shares
|
$52,531
0.02% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$52,183
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
150
shares
|
$52,183
0.02% of portfolio
|
Q4 2024
Reduced 49.66%
|