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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
31
shares
|
$9,390
0.02% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
30
shares
|
$9,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$9,087
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
30
shares
|
$9,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
30
shares
|
$9,087
0.01% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
30
shares
|
$9,087
0.27% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
27
shares
|
$8,178
0.01% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$8,178
0.0% of portfolio
|
Q1 2025
Reduced 98.66%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
26
shares
|
$7,875
0.01% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
26
shares
|
$7,875
0.02% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$7,572
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
25
shares
|
$7,572
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
25
shares
|
$7,572
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
25
shares
|
$7,572
0.01% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
24
shares
|
$7,269
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
22
shares
|
$6,664
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$6,664
0.01% of portfolio
|
Q1 2025
Reduced 81.97%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
22
shares
|
$6,664
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
22
shares
|
$6,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
20
shares
|
$6,058
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
20
shares
|
$6,058
0.0% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
20
shares
|
$6,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
19
shares
|
$5,755
0.0% of portfolio
|
Q2 2024
Reduced 60.42%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
19
shares
|
$5,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
18
shares
|
$5,452
0.01% of portfolio
|
Q2 2024
Reduced 35.71%
|