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 4,083 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 $317 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
260
shares
|
$106,974
0.13% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
259
shares
|
$106,562
0.01% of portfolio
|
Q1 2025
Added 418.0%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
253
shares
|
$104,094
0.03% of portfolio
|
Q2 2022
Added 134.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
246
shares
|
$101,214
0.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
245
shares
|
$100,802
0.03% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
245
shares
|
$100,802
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
244
shares
|
$100,391
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
243
shares
|
$99,979
0.12% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
241
shares
|
$99,157
0.03% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
241
shares
|
$99,157
0.04% of portfolio
|
Q4 2024
Added 17.56%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
240
shares
|
$98,745
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
237
shares
|
$97,511
0.01% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
236
shares
|
$97,099
0.01% of portfolio
|
Q4 2024
Reduced 71.01%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
234
shares
|
$96,276
0.03% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
232
shares
|
$95,454
0.04% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
230
shares
|
$94,631
0.02% of portfolio
|
Q3 2021
Added 360.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
227
shares
|
$93,396
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
224
shares
|
$92,162
0.02% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Maj Invest Holding A
|
Apr 29, 2025 Q1 2025 |
222
shares
|
$91,339
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
219
shares
|
$90,105
0.04% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
218
shares
|
$89,693
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
217
shares
|
$89,282
0.09% of portfolio
|
Q1 2024
Reduced 42.44%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
210
shares
|
$86,402
0.05% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
210
shares
|
$86,402
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
209
shares
|
$85,990
0.06% of portfolio
|
Q1 2025
Added 4.5%
|