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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
111
shares
|
$33,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106
shares
|
$32,108
0.02% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
104
shares
|
$31,502
0.0% of portfolio
|
Q1 2025
Added 20.93%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
104
shares
|
$31,502
0.03% of portfolio
|
Q2 2023
Added 6.12%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
104
shares
|
$31,502
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
102
shares
|
$30,896
0.02% of portfolio
|
Q4 2024
Added 155.0%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
102
shares
|
$30,896
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
100
shares
|
$30,291
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100
shares
|
$30,291
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
96
shares
|
$29,079
0.02% of portfolio
|
Q3 2024
Reduced 46.96%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
95
shares
|
$28,776
0.03% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
94
shares
|
$28,473
0.11% of portfolio
|
Q2 2024
Reduced 55.24%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
93
shares
|
$28,170
0.03% of portfolio
|
Q1 2025
Added 138.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
92
shares
|
$27,867
0.1% of portfolio
|
Q1 2025
Reduced 57.6%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
91
shares
|
$27,564
0.01% of portfolio
|
Q1 2025
Reduced 43.13%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
90
shares
|
$27,261
0.01% of portfolio
|
Q4 2024
Reduced 43.4%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
90
shares
|
$27,261
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
89
shares
|
$26,958
0.01% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
87
shares
|
$26,353
0.01% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
87
shares
|
$26,353
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
87
shares
|
$26,353
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
85
shares
|
$25,747
0.01% of portfolio
|
Q3 2022
Reduced 10.53%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
85
shares
|
$25,747
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
84
shares
|
$25,444
0.03% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
84
shares
|
$25,444
0.04% of portfolio
|
Q4 2024
Reduced 10.64%
|