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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$106,624
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
351
shares
|
$106,321
0.12% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
350
shares
|
$106,018
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
349
shares
|
$105,715
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
345
shares
|
$104,503
0.13% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
345
shares
|
$104,503
0.03% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
342
shares
|
$103,595
0.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
336
shares
|
$101,777
0.11% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
331
shares
|
$100,263
0.06% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
330
shares
|
$99,960
0.03% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
326
shares
|
$98,748
0.09% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
324
shares
|
$98,142
0.22% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
323
shares
|
$97,839
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
322
shares
|
$97,537
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
320
shares
|
$96,931
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
318
shares
|
$96,325
0.04% of portfolio
|
Q1 2025
Added 137.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
315
shares
|
$95,416
0.09% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
306
shares
|
$92,690
0.17% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
305
shares
|
$92,387
0.05% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
304
shares
|
$92,084
0.01% of portfolio
|
Q2 2025
Reduced 56.2%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
302
shares
|
$91,478
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$89,661
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
295
shares
|
$89,358
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
295
shares
|
$89,358
0.05% of portfolio
|
Q1 2025
Added 22.41%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
291
shares
|
$88,146
0.04% of portfolio
|
Q1 2025
Added 5.82%
|