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 4,091 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
435
shares
|
$178,976
0.04% of portfolio
|
Q1 2024
Reduced 6.45%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
432
shares
|
$177,742
0.09% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
431
shares
|
$177,330
0.2% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
431
shares
|
$177,330
0.18% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
430
shares
|
$176,919
0.01% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
430
shares
|
$176,919
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
430
shares
|
$176,919
0.18% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
429
shares
|
$176,507
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
429
shares
|
$176,507
0.11% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
428
shares
|
$176,096
0.08% of portfolio
|
Q4 2023
Reduced 18.94%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
428
shares
|
$176,096
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
428
shares
|
$176,096
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
428
shares
|
$176,096
0.09% of portfolio
|
Q1 2025
Reduced 91.6%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
428
shares
|
$176,096
0.13% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
427
shares
|
$175,684
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
427
shares
|
$175,684
0.21% of portfolio
|
Q1 2025
Reduced 17.41%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
427
shares
|
$175,684
0.04% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
427
shares
|
$175,684
0.04% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
426
shares
|
$175,273
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
426
shares
|
$175,273
0.13% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
425
shares
|
$174,862
0.04% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
425
shares
|
$174,862
0.01% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Feb 13, 2025 Q4 2024 |
425
shares
|
$174,862
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
422
shares
|
$173,627
0.08% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
422
shares
|
$173,627
0.16% of portfolio
|
Q1 2025
Reduced 8.66%
|