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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
205
shares
|
$84,345
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
204
shares
|
$83,933
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
201
shares
|
$82,699
0.03% of portfolio
|
Q3 2022
Reduced 33.0%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$82,288
0.01% of portfolio
|
Q1 2024
Added 14.29%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
200
shares
|
$82,288
0.08% of portfolio
|
Q1 2023
Reduced 16.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
194
shares
|
$79,819
0.11% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
189
shares
|
$77,762
0.04% of portfolio
|
Q1 2025
Reduced 81.16%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
189
shares
|
$77,762
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
188
shares
|
$77,350
0.06% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
187
shares
|
$76,939
0.03% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
186
shares
|
$76,527
0.08% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
185
shares
|
$76,116
0.06% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
180
shares
|
$74,059
0.13% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
175
shares
|
$72,002
0.01% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
170
shares
|
$69,944
0.03% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
166
shares
|
$68,299
0.04% of portfolio
|
Q2 2024
Added 66.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
163
shares
|
$67,064
0.03% of portfolio
|
Q1 2024
Added 21.64%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
163
shares
|
$67,064
0.03% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
162
shares
|
$66,653
0.03% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
160
shares
|
$65,830
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
160
shares
|
$65,830
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
159
shares
|
$65,418
0.06% of portfolio
|
Q4 2024
Reduced 92.78%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
156
shares
|
$64,184
0.06% of portfolio
|
Q1 2025
Reduced 46.02%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
150
shares
|
$61,716
0.07% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$61,716
0.34% of portfolio
|
Q3 2024
New holding
|