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 |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
349
shares
|
$143,592
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
345
shares
|
$141,946
0.03% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 25, 2025 Q1 2025 |
344
shares
|
$141,535
0.06% of portfolio
|
Q1 2025
Reduced 82.53%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
342
shares
|
$140,712
0.11% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
341
shares
|
$140,301
0.03% of portfolio
|
Q4 2024
Reduced 46.3%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
323
shares
|
$132,895
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
320
shares
|
$131,660
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
318
shares
|
$130,837
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
318
shares
|
$130,837
0.04% of portfolio
|
Q1 2025
Added 137.31%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
315
shares
|
$129,603
0.09% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
310
shares
|
$127,546
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
310
shares
|
$127,546
0.1% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
309
shares
|
$127,134
0.09% of portfolio
|
Q4 2024
Added 1136.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
306
shares
|
$125,900
0.17% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
305
shares
|
$125,489
0.05% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
304
shares
|
$125,077
0.03% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
302
shares
|
$124,254
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
300
shares
|
$123,432
0.15% of portfolio
|
Q1 2025
Reduced 66.74%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
296
shares
|
$121,786
5.25% of portfolio
|
Q3 2024
Reduced 98.24%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
295
shares
|
$121,374
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
290
shares
|
$119,317
0.14% of portfolio
|
Q2 2024
Added 1.4%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
283
shares
|
$116,437
0.05% of portfolio
|
Q1 2024
Reduced 80.26%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
281
shares
|
$115,614
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
278
shares
|
$114,380
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
275
shares
|
$113,146
0.03% of portfolio
|
Q1 2023
New holding
|