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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
83
shares
|
$25,141
0.03% of portfolio
|
Q3 2023
Reduced 20.95%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
83
shares
|
$25,141
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
82
shares
|
$24,838
0.06% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
81
shares
|
$24,535
0.02% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
80
shares
|
$24,232
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
80
shares
|
$24,232
0.01% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
80
shares
|
$24,232
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
77
shares
|
$23,324
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
76
shares
|
$23,021
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
75
shares
|
$22,718
0.02% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
73
shares
|
$22,112
0.02% of portfolio
|
Q1 2025
Reduced 80.43%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
72
shares
|
$21,809
0.02% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
69
shares
|
$20,900
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
68
shares
|
$20,597
0.01% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
67
shares
|
$20,294
0.02% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
67
shares
|
$20,294
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
66
shares
|
$19,992
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
65
shares
|
$19,689
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
63
shares
|
$19,083
0.03% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
63
shares
|
$19,083
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$18,780
0.01% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
62
shares
|
$18,780
0.01% of portfolio
|
Q1 2025
Reduced 71.69%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
62
shares
|
$18,780
0.0% of portfolio
|
Q1 2025
Added 416.67%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
61
shares
|
$18,477
0.01% of portfolio
|
Q1 2024
Reduced 37.76%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
60
shares
|
$18,174
0.01% of portfolio
|
Q4 2024
New holding
|