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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
405
shares
|
$115,477
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
403
shares
|
$114,907
0.02% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
403
shares
|
$114,907
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
403
shares
|
$114,907
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
402
shares
|
$114,622
0.02% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
400
shares
|
$114,052
0.02% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
400
shares
|
$114,052
0.09% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
400
shares
|
$114,052
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
400
shares
|
$114,052
0.23% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
397
shares
|
$113,196
0.15% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
395
shares
|
$112,626
0.41% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
393
shares
|
$112,056
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
393
shares
|
$112,056
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
392
shares
|
$111,770
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
392
shares
|
$111,770
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
391
shares
|
$111,485
0.03% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
391
shares
|
$111,485
0.12% of portfolio
|
Q1 2025
Reduced 27.73%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
390
shares
|
$111,200
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
388
shares
|
$110,630
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
388
shares
|
$110,630
0.1% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
387
shares
|
$110,345
0.06% of portfolio
|
Q1 2025
Added 106.95%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
387
shares
|
$110,345
0.17% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
385
shares
|
$109,775
0.04% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
385
shares
|
$109,775
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
385
shares
|
$109,775
0.19% of portfolio
|
Q1 2025
Reduced 5.41%
|