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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
450
shares
|
$136,309
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$136,006
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$135,400
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
447
shares
|
$135,400
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
447
shares
|
$135,400
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$135,400
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
445
shares
|
$134,794
0.09% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
444
shares
|
$134,492
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
444
shares
|
$134,492
0.03% of portfolio
|
Q1 2025
Reduced 67.76%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
443
shares
|
$134,189
0.15% of portfolio
|
Q1 2025
Reduced 65.2%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
443
shares
|
$134,189
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
443
shares
|
$134,189
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
442
shares
|
$133,886
0.12% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
442
shares
|
$133,886
0.14% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
441
shares
|
$133,583
0.04% of portfolio
|
Q1 2024
Added 2.08%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
440
shares
|
$133,280
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
439
shares
|
$132,977
0.17% of portfolio
|
Q1 2025
Reduced 76.42%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
436
shares
|
$132,068
0.16% of portfolio
|
Q4 2021
Added 26.01%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
436
shares
|
$132,068
0.04% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
436
shares
|
$132,068
0.13% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
435
shares
|
$131,765
0.03% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$131,765
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
434
shares
|
$131,462
0.02% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
432
shares
|
$130,857
0.06% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
432
shares
|
$130,857
0.09% of portfolio
|
Q1 2025
Reduced 3.36%
|