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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
403
shares
|
$122,072
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
403
shares
|
$122,072
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
403
shares
|
$122,072
0.08% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
402
shares
|
$121,769
0.02% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
401
shares
|
$121,466
0.11% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
400
shares
|
$121,164
0.04% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
400
shares
|
$121,164
0.02% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
400
shares
|
$121,164
0.09% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
400
shares
|
$121,164
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Apr 25, 2025 Q1 2025 |
400
shares
|
$121,164
0.23% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
399
shares
|
$120,861
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
397
shares
|
$120,255
0.15% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
395
shares
|
$119,649
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
395
shares
|
$119,649
0.41% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
393
shares
|
$119,043
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
393
shares
|
$119,043
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
392
shares
|
$118,740
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
392
shares
|
$118,740
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
391
shares
|
$118,437
0.03% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
391
shares
|
$118,437
0.12% of portfolio
|
Q1 2025
Reduced 27.73%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
390
shares
|
$118,134
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
390
shares
|
$118,134
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
390
shares
|
$118,134
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
390
shares
|
$118,134
0.15% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
389
shares
|
$117,831
0.04% of portfolio
|
Q1 2025
New holding
|