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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$18,174
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
60
shares
|
$18,174
0.02% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
58
shares
|
$17,568
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
57
shares
|
$17,265
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
57
shares
|
$17,265
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
57
shares
|
$17,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
55
shares
|
$16,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
55
shares
|
$16,660
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
55
shares
|
$16,660
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
55
shares
|
$16,660
0.0% of portfolio
|
Q1 2025
Added 685.71%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
53
shares
|
$16,054
0.0% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
52
shares
|
$15,751
0.02% of portfolio
|
Q3 2022
Added 160.0%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
49
shares
|
$14,842
0.0% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
47
shares
|
$14,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
46
shares
|
$13,933
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
45
shares
|
$13,630
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
44
shares
|
$13,328
0.0% of portfolio
|
Q1 2025
Added 76.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$13,328
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
43
shares
|
$13,025
0.0% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
40
shares
|
$12,116
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
36
shares
|
$10,904
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
33
shares
|
$9,996
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
33
shares
|
$9,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
31
shares
|
$9,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
31
shares
|
$9,390
0.02% of portfolio
|
Q4 2024
New holding
|