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 |
|---|---|---|---|---|---|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
492
shares
|
$149,031
0.11% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
492
shares
|
$149,031
0.28% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
491
shares
|
$148,728
0.14% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
490
shares
|
$148,425
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
490
shares
|
$148,425
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
489
shares
|
$148,122
0.23% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
488
shares
|
$147,820
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
487
shares
|
$147,517
0.02% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
486
shares
|
$147,214
0.05% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
486
shares
|
$147,214
0.05% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$146,911
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
485
shares
|
$146,911
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
485
shares
|
$146,911
0.01% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
485
shares
|
$146,911
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
484
shares
|
$146,608
0.03% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
483
shares
|
$146,305
0.1% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
483
shares
|
$146,305
0.09% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
483
shares
|
$146,305
0.21% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
482
shares
|
$146,002
0.06% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
482
shares
|
$146,002
0.08% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
482
shares
|
$146,002
0.16% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
481
shares
|
$145,699
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
480
shares
|
$145,396
0.15% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
480
shares
|
$145,396
0.27% of portfolio
|
Q1 2025
Reduced 78.82%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
480
shares
|
$145,396
0.28% of portfolio
|
Q1 2025
Reduced 11.25%
|