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 |
|---|---|---|---|---|---|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
524
shares
|
$158,724
0.28% of portfolio
|
Q1 2025
Reduced 51.3%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
524
shares
|
$158,724
0.05% of portfolio
|
Q1 2025
Added 86.48%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
520
shares
|
$157,513
0.06% of portfolio
|
Q1 2025
Added 33.68%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
520
shares
|
$157,513
0.02% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
520
shares
|
$157,513
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
519
shares
|
$157,210
0.07% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
517
shares
|
$156,604
0.09% of portfolio
|
Q1 2023
Added 3.4%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
517
shares
|
$156,604
0.25% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
515
shares
|
$155,998
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
515
shares
|
$155,998
0.06% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
514
shares
|
$155,695
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
513
shares
|
$155,392
0.25% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
510
shares
|
$154,484
0.2% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
510
shares
|
$154,484
0.15% of portfolio
|
Q1 2025
Reduced 99.81%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
509
shares
|
$154,181
0.03% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
508
shares
|
$153,878
0.26% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
508
shares
|
$153,878
0.09% of portfolio
|
Q1 2025
Added 13.14%
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
508
shares
|
$153,878
0.13% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
507
shares
|
$153,575
0.05% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
505
shares
|
$152,969
0.08% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
505
shares
|
$152,969
0.06% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
505
shares
|
$152,969
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
504
shares
|
$152,666
0.01% of portfolio
|
Q4 2023
Reduced 49.8%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
504
shares
|
$152,666
0.11% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
503
shares
|
$152,363
0.11% of portfolio
|
Q1 2025
Added 8.41%
|