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 3,769 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $270 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$8.07 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
23,119
shares
|
$8.04 Million
0.73% of portfolio
|
Q2 2025
Added 113.71%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
22,963
shares
|
$7.99 Million
0.31% of portfolio
|
Q2 2025
Added 138.58%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,911
shares
|
$7.97 Million
0.69% of portfolio
|
Q4 2024
Added 20.82%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
22,816
shares
|
$7.94 Million
0.4% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
Ddd Partners, LLC
|
Jul 31, 2025 Q2 2025 |
22,785
shares
|
$7.93 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
22,686
shares
|
$7.89 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
22,592
shares
|
$7.86 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,542
shares
|
$7.84 Million
0.37% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
22,517
shares
|
$7.83 Million
1.35% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Shay Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,500
shares
|
$7.83 Million
0.97% of portfolio
|
Q2 2025
Added 320.33%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
22,410
shares
|
$7.8 Million
3.84% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
22,371
shares
|
$7.78 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
21,778
shares
|
$7.58 Million
1.45% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
21,685
shares
|
$7.54 Million
0.35% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
21,575
shares
|
$7.51 Million
0.82% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
21,462
shares
|
$7.47 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
21,403
shares
|
$7.45 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$7.41 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
21,268
shares
|
$7.4 Million
0.08% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
21,220
shares
|
$7.38 Million
0.18% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Weiss Asset Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
21,210
shares
|
$7.38 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
21,176
shares
|
$7.37 Million
0.4% of portfolio
|
Q2 2025
Added 48.05%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
21,024
shares
|
$7.31 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
20,931
shares
|
$7.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 28.54%
|