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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
503
shares
|
$152,363
0.18% of portfolio
|
Q4 2024
Reduced 13.72%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
502
shares
|
$152,060
0.02% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
502
shares
|
$152,060
0.1% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
501
shares
|
$151,757
0.02% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
500
shares
|
$151,455
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$151,455
0.07% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
500
shares
|
$151,455
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
500
shares
|
$151,455
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
500
shares
|
$151,455
0.13% of portfolio
|
Q4 2024
Reduced 58.57%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
500
shares
|
$151,455
0.08% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
University Of Chicago
Chicago, IL |
May 08, 2025 Q1 2025 |
500
shares
|
$151,455
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
499
shares
|
$151,152
0.01% of portfolio
|
Q3 2024
Reduced 18.2%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Apr 10, 2025 Q1 2025 |
499
shares
|
$151,152
0.01% of portfolio
|
Q1 2025
Reduced 26.18%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
499
shares
|
$151,152
0.05% of portfolio
|
Q1 2025
Added 68.58%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
498
shares
|
$150,849
0.07% of portfolio
|
Q1 2025
Reduced 95.06%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
497
shares
|
$150,546
0.04% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
497
shares
|
$150,546
0.04% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
497
shares
|
$150,546
0.14% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
496
shares
|
$150,243
0.01% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
496
shares
|
$150,243
0.11% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
495
shares
|
$149,940
0.16% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
494
shares
|
$149,637
0.04% of portfolio
|
Q1 2025
Reduced 34.22%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
493
shares
|
$149,334
0.13% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
493
shares
|
$149,334
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
492
shares
|
$149,031
0.1% of portfolio
|
Q1 2025
Added 3.36%
|