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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
25
shares
|
$8,697
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
25
shares
|
$8,697
0.01% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
23
shares
|
$8,001
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$7,653
0.0% of portfolio
|
Q2 2025
Reduced 81.97%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
22
shares
|
$7,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$7,305
0.0% of portfolio
|
Q2 2025
Added 110.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$6,957
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
20
shares
|
$6,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
19
shares
|
$6,609
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
19
shares
|
$6,609
0.29% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
19
shares
|
$6,609
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
19
shares
|
$6,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
18
shares
|
$6,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
18
shares
|
$6,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
18
shares
|
$6,262
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$5,914
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
17
shares
|
$5,914
0.0% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
16
shares
|
$5,566
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
16
shares
|
$5,566
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
16
shares
|
$5,566
0.0% of portfolio
|
Q2 2023
Added 687.5%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
15
shares
|
$5,218
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$4,522
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$4,522
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
13
shares
|
$4,522
0.08% of portfolio
|
Q2 2025
Reduced 56.67%
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
11
shares
|
$3,826
0.0% of portfolio
|
Q2 2025
Reduced 72.5%
|