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 $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
45
shares
|
$18,514
0.01% of portfolio
|
Q1 2025
Added 542.86%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
45
shares
|
$18,514
0.01% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
44
shares
|
$18,103
0.0% of portfolio
|
Q1 2025
Added 76.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$18,103
0.01% of portfolio
|
Q4 2022
Added 2.33%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
40
shares
|
$16,457
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
33
shares
|
$13,577
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
33
shares
|
$13,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$12,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
31
shares
|
$12,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
31
shares
|
$12,754
0.02% of portfolio
|
Q1 2025
Added 34.78%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
30
shares
|
$12,343
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
30
shares
|
$12,343
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
30
shares
|
$12,343
0.0% of portfolio
|
Q4 2024
Reduced 97.97%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
28
shares
|
$11,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
28
shares
|
$11,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
27
shares
|
$11,108
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
27
shares
|
$11,108
0.0% of portfolio
|
Q1 2025
Reduced 98.66%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
27
shares
|
$11,108
0.01% of portfolio
|
Q1 2025
Added 58.82%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
26
shares
|
$10,697
0.01% of portfolio
|
Q4 2024
Reduced 29.73%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
26
shares
|
$10,697
0.01% of portfolio
|
Q3 2024
Reduced 43.48%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
25
shares
|
$10,286
0.01% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
25
shares
|
$10,286
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
25
shares
|
$10,286
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
25
shares
|
$10,286
0.52% of portfolio
|
Q4 2024
Added 4364.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
24
shares
|
$9,874
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|