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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$20,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
60
shares
|
$20,873
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$20,873
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
58
shares
|
$20,177
0.01% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$19,829
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
57
shares
|
$19,829
0.01% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
57
shares
|
$19,829
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
57
shares
|
$19,829
0.27% of portfolio
|
Q2 2025
Reduced 62.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
57
shares
|
$19,829
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
55
shares
|
$19,133
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
54
shares
|
$18,786
0.0% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
54
shares
|
$18,786
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$18,786
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
54
shares
|
$18,786
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
53
shares
|
$18,438
0.0% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
52
shares
|
$18,090
0.01% of portfolio
|
Q2 2025
Added 188.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
51
shares
|
$17,742
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
49
shares
|
$17,046
0.0% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
49
shares
|
$17,046
0.01% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
47
shares
|
$16,350
0.0% of portfolio
|
Q2 2025
Added 193.75%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
46
shares
|
$16,002
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
45
shares
|
$15,655
0.01% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$15,307
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
44
shares
|
$15,307
0.0% of portfolio
|
Q2 2025
Reduced 56.86%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
43
shares
|
$14,959
0.0% of portfolio
|
Q2 2025
Reduced 98.98%
|