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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
388
shares
|
$117,529
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
388
shares
|
$117,529
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
388
shares
|
$117,529
0.1% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
387
shares
|
$117,226
0.06% of portfolio
|
Q1 2025
Added 106.95%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
387
shares
|
$117,226
0.17% of portfolio
|
Q1 2025
Reduced 23.06%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
386
shares
|
$116,923
0.06% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
385
shares
|
$116,620
0.04% of portfolio
|
Q1 2025
Added 26.64%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
385
shares
|
$116,620
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
385
shares
|
$116,620
0.19% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
384
shares
|
$116,317
0.14% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
384
shares
|
$116,317
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
383
shares
|
$116,014
0.02% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
383
shares
|
$116,014
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$116,014
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
383
shares
|
$116,014
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
382
shares
|
$115,711
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
382
shares
|
$115,711
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
382
shares
|
$115,711
0.09% of portfolio
|
Q1 2025
Reduced 28.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
376
shares
|
$113,894
0.09% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
375
shares
|
$113,591
0.02% of portfolio
|
Q1 2025
Reduced 42.92%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
373
shares
|
$112,985
0.1% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$111,167
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
362
shares
|
$109,653
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
356
shares
|
$107,835
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
355
shares
|
$107,533
0.04% of portfolio
|
Q3 2024
New holding
|