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 4,078 institutions that hold shares in the stock, with a total of 796 Million shares, which have been reported (via 13F filing form) to have a value of $235 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
492
shares
|
$145,420
0.1% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
492
shares
|
$145,420
0.11% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
492
shares
|
$145,420
0.28% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
491
shares
|
$145,124
0.14% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
490
shares
|
$144,829
0.03% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
490
shares
|
$144,829
0.17% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
490
shares
|
$144,829
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
489
shares
|
$144,533
0.04% of portfolio
|
Q1 2025
Reduced 21.0%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
489
shares
|
$144,533
0.23% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
488
shares
|
$144,238
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
487
shares
|
$143,942
0.02% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
486
shares
|
$143,647
0.05% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
486
shares
|
$143,647
0.05% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
485
shares
|
$143,351
0.27% of portfolio
|
Q1 2023
Added 14.12%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
485
shares
|
$143,351
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
485
shares
|
$143,351
0.06% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
485
shares
|
$143,351
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
484
shares
|
$143,055
0.07% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
484
shares
|
$143,055
0.03% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
483
shares
|
$142,760
0.1% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
483
shares
|
$142,760
0.09% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
483
shares
|
$142,760
0.21% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
482
shares
|
$142,464
0.06% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
482
shares
|
$142,464
0.08% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
482
shares
|
$142,464
0.16% of portfolio
|
Q1 2025
Reduced 1.83%
|