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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
479
shares
|
$145,093
0.02% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
477
shares
|
$144,488
0.03% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
475
shares
|
$143,882
0.05% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
475
shares
|
$143,882
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
472
shares
|
$142,973
0.05% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
471
shares
|
$142,670
0.05% of portfolio
|
Q1 2025
Reduced 14.83%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
469
shares
|
$142,064
0.07% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
469
shares
|
$142,064
0.15% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
469
shares
|
$142,064
0.16% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
468
shares
|
$141,761
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
466
shares
|
$141,156
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
463
shares
|
$140,247
0.04% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
462
shares
|
$139,944
0.2% of portfolio
|
Q1 2025
Reduced 29.14%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
461
shares
|
$139,641
0.12% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
461
shares
|
$139,641
0.23% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
461
shares
|
$139,641
0.07% of portfolio
|
Q4 2024
Reduced 59.63%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
459
shares
|
$139,035
0.38% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
459
shares
|
$139,035
0.14% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$138,429
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
456
shares
|
$138,126
0.11% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
455
shares
|
$137,824
0.07% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
455
shares
|
$137,824
0.17% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
455
shares
|
$137,824
0.1% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$136,309
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
450
shares
|
$136,309
0.1% of portfolio
|
Q4 2023
New holding
|