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 |
|---|---|---|---|---|---|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
176
shares
|
$53,312
0.08% of portfolio
|
Q1 2025
Added 2235.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
175
shares
|
$53,009
0.01% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
172
shares
|
$52,100
0.03% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
172
shares
|
$52,100
0.02% of portfolio
|
Q1 2025
Added 191.53%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
170
shares
|
$51,494
0.03% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
168
shares
|
$50,888
0.05% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
166
shares
|
$50,283
0.04% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
165
shares
|
$49,980
0.11% of portfolio
|
Q1 2025
Added 52.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
165
shares
|
$49,980
0.06% of portfolio
|
Q1 2025
Added 217.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$49,374
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
163
shares
|
$49,374
0.03% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$48,465
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$48,162
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
156
shares
|
$47,253
0.06% of portfolio
|
Q1 2025
Reduced 46.02%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
150
shares
|
$45,436
0.07% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$45,436
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
150
shares
|
$45,436
0.04% of portfolio
|
Q4 2024
Reduced 49.66%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
150
shares
|
$45,436
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
148
shares
|
$44,830
0.08% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
146
shares
|
$44,224
0.01% of portfolio
|
Q2 2022
Reduced 6.41%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
146
shares
|
$44,224
0.15% of portfolio
|
Q4 2022
Added 65.91%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
146
shares
|
$44,224
0.03% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
143
shares
|
$43,316
0.03% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
140
shares
|
$42,407
0.05% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
139
shares
|
$42,104
0.03% of portfolio
|
Q1 2025
Reduced 78.91%
|