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 |
|---|---|---|---|---|---|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
387
shares
|
$159,227
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
386
shares
|
$158,815
0.06% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
386
shares
|
$158,815
0.21% of portfolio
|
Q3 2023
Added 4.32%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
385
shares
|
$158,404
0.19% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
384
shares
|
$157,992
0.14% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
384
shares
|
$157,992
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
383
shares
|
$157,581
0.02% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Smart Money Group LLC
|
Apr 28, 2025 Q1 2025 |
383
shares
|
$157,581
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
383
shares
|
$157,581
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
383
shares
|
$157,581
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
382
shares
|
$157,170
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
382
shares
|
$157,170
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
376
shares
|
$154,701
0.09% of portfolio
|
Q1 2025
Reduced 38.56%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
373
shares
|
$153,467
0.17% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
373
shares
|
$153,467
0.11% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
367
shares
|
$150,998
0.05% of portfolio
|
Q3 2023
Reduced 17.71%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
365
shares
|
$150,175
0.36% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
362
shares
|
$148,941
0.07% of portfolio
|
Q1 2025
Reduced 51.8%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
359
shares
|
$147,706
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
356
shares
|
$146,472
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
355
shares
|
$146,061
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
352
shares
|
$144,826
0.19% of portfolio
|
Q2 2022
Reduced 1.4%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
351
shares
|
$144,415
0.12% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
350
shares
|
$144,004
0.12% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
349
shares
|
$143,592
0.07% of portfolio
|
Q4 2024
Added 5.12%
|