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 3,915 institutions that hold shares in the stock, with a total of 785 Million shares, which have been reported (via 13F filing form) to have a value of $224 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
475
shares
|
$135,436
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
472
shares
|
$134,581
0.05% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
471
shares
|
$134,296
0.02% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
471
shares
|
$134,296
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
469
shares
|
$133,725
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
469
shares
|
$133,725
0.16% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
468
shares
|
$133,440
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
466
shares
|
$132,870
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
461
shares
|
$131,444
0.23% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
461
shares
|
$131,444
0.07% of portfolio
|
Q4 2024
Reduced 59.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$130,304
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
455
shares
|
$129,734
0.07% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
455
shares
|
$129,734
0.17% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
455
shares
|
$129,734
0.1% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$128,308
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
450
shares
|
$128,308
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
450
shares
|
$128,308
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$128,023
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$127,453
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
447
shares
|
$127,453
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
447
shares
|
$127,453
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$127,453
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
445
shares
|
$126,882
0.09% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
444
shares
|
$126,597
0.03% of portfolio
|
Q1 2025
Reduced 67.76%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
443
shares
|
$126,312
0.15% of portfolio
|
Q1 2025
Reduced 65.2%
|