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 4,042 institutions that hold shares in the stock, with a total of 795 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 |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
230
shares
|
$69,669
0.02% of portfolio
|
Q3 2021
Added 360.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
224
shares
|
$67,851
0.02% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
223
shares
|
$67,548
0.1% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Maj Invest Holding A
|
Apr 29, 2025 Q1 2025 |
222
shares
|
$67,246
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
219
shares
|
$66,337
0.04% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
211
shares
|
$63,914
0.03% of portfolio
|
Q1 2025
Added 99.06%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
210
shares
|
$63,611
0.05% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
210
shares
|
$63,611
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
209
shares
|
$63,308
0.06% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
207
shares
|
$62,702
0.04% of portfolio
|
Q1 2025
Added 71.07%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
204
shares
|
$61,793
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$60,884
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
200
shares
|
$60,582
0.06% of portfolio
|
Q1 2025
Reduced 86.67%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
200
shares
|
$60,582
0.08% of portfolio
|
Q1 2023
Reduced 16.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
199
shares
|
$60,279
0.05% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
194
shares
|
$58,764
0.11% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
193
shares
|
$58,461
0.01% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
191
shares
|
$57,855
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
190
shares
|
$57,552
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
189
shares
|
$57,249
0.02% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
189
shares
|
$57,249
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
187
shares
|
$56,644
0.04% of portfolio
|
Q1 2025
Added 31.69%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$56,038
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
181
shares
|
$54,826
0.14% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
176
shares
|
$53,312
0.08% of portfolio
|
Q1 2025
New holding
|