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 |
|---|---|---|---|---|---|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
459
shares
|
$135,666
0.38% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
459
shares
|
$135,666
0.14% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
457
shares
|
$135,075
0.07% of portfolio
|
Q1 2023
Reduced 11.43%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
456
shares
|
$134,779
0.11% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
455
shares
|
$134,484
0.07% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
455
shares
|
$134,484
0.17% of portfolio
|
Q3 2024
Reduced 59.91%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
455
shares
|
$134,484
0.1% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
450
shares
|
$133,006
0.06% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
450
shares
|
$133,006
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
450
shares
|
$133,006
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
449
shares
|
$132,710
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
448
shares
|
$132,415
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
447
shares
|
$132,119
0.11% of portfolio
|
Q1 2023
Reduced 23.98%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
447
shares
|
$132,119
0.06% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
447
shares
|
$132,119
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
447
shares
|
$132,119
0.05% of portfolio
|
Q4 2021
Added 4.76%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
445
shares
|
$131,528
0.09% of portfolio
|
Q1 2025
Reduced 20.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
444
shares
|
$131,233
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
444
shares
|
$131,233
0.03% of portfolio
|
Q1 2025
Reduced 67.76%
|
|
|
Carroll Investors, Inc
|
May 13, 2025 Q1 2025 |
443
shares
|
$130,937
0.15% of portfolio
|
Q1 2025
Reduced 65.2%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
443
shares
|
$130,937
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
443
shares
|
$130,937
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
442
shares
|
$130,641
0.12% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
442
shares
|
$130,641
0.14% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Academy Capital Management Inc
Waco, TX |
May 14, 2025 Q1 2025 |
441
shares
|
$130,346
0.04% of portfolio
|
Q1 2024
Added 2.08%
|