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 |
|---|---|---|---|---|---|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
18
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
18
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
18
shares
|
$5,452
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
18
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
17
shares
|
$5,149
0.0% of portfolio
|
Q3 2024
Added 112.5%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
17
shares
|
$5,149
0.0% of portfolio
|
Q2 2025
Reduced 37.04%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
17
shares
|
$5,149
0.0% of portfolio
|
Q4 2024
Added 1600.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
17
shares
|
$5,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
16
shares
|
$4,846
0.0% of portfolio
|
Q1 2025
Added 77.78%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
16
shares
|
$4,846
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
16
shares
|
$4,846
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
16
shares
|
$4,846
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
16
shares
|
$4,846
0.51% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
14
shares
|
$4,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
13
shares
|
$3,937
0.0% of portfolio
|
Q1 2023
Reduced 73.47%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
12
shares
|
$3,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$3,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$3,029
0.0% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
10
shares
|
$3,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$2,726
0.0% of portfolio
|
Q2 2025
Reduced 96.15%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$2,423
0.0% of portfolio
|
Q1 2024
Reduced 73.33%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
8
shares
|
$2,423
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
7
shares
|
$2,120
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
6
shares
|
$1,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
6
shares
|
$1,817
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|