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 |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
290
shares
|
$87,843
0.02% of portfolio
|
Q2 2025
Reduced 97.1%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
290
shares
|
$87,843
0.14% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
288
shares
|
$87,238
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
283
shares
|
$85,723
0.05% of portfolio
|
Q1 2024
Reduced 80.26%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
278
shares
|
$84,208
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
276
shares
|
$83,603
0.05% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
274
shares
|
$82,997
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
274
shares
|
$82,997
0.1% of portfolio
|
Q1 2025
Reduced 71.43%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
269
shares
|
$81,482
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
267
shares
|
$80,876
0.05% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
265
shares
|
$80,271
0.07% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
265
shares
|
$80,271
0.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
260
shares
|
$78,756
0.13% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
259
shares
|
$78,453
0.01% of portfolio
|
Q1 2025
Added 418.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$76,636
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
250
shares
|
$75,727
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
246
shares
|
$74,515
0.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
245
shares
|
$74,212
0.03% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
244
shares
|
$73,910
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
243
shares
|
$73,607
0.12% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
241
shares
|
$73,001
0.03% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
240
shares
|
$72,698
0.1% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
237
shares
|
$71,789
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
236
shares
|
$71,486
0.01% of portfolio
|
Q1 2025
Added 686.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$70,275
0.04% of portfolio
|
Q4 2024
Added 11.0%
|