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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,077
shares
|
$6.64 Million
0.26% of portfolio
|
Q2 2025
Added 141.54%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
19,008
shares
|
$6.61 Million
1.15% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
19,000
shares
|
$6.61 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
18,946
shares
|
$6.59 Million
0.49% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
18,937
shares
|
$6.59 Million
0.57% of portfolio
|
Q2 2025
Added 22.09%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
18,893
shares
|
$6.57 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2025 Q2 2025 |
18,843
shares
|
$6.56 Million
1.85% of portfolio
|
Q2 2025
Added 87.49%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
18,791
shares
|
$6.54 Million
1.36% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,784
shares
|
$6.53 Million
0.01% of portfolio
|
Q2 2025
Added 939100.0%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,678
shares
|
$6.5 Million
1.46% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
18,567
shares
|
$6.46 Million
0.38% of portfolio
|
Q2 2025
Added 120.62%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,553
shares
|
$6.45 Million
0.29% of portfolio
|
Q2 2025
Reduced 56.61%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,547
shares
|
$6.45 Million
5.39% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
18,428
shares
|
$6.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,378
shares
|
$6.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
18,316
shares
|
$6.37 Million
0.13% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,303
shares
|
$6.37 Million
1.57% of portfolio
|
Q2 2025
Added 259.23%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
18,296
shares
|
$6.36 Million
0.22% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
18,294
shares
|
$6.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
18,204
shares
|
$6.33 Million
1.14% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
18,154
shares
|
$6.32 Million
0.61% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
18,109
shares
|
$6.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,093
shares
|
$6.29 Million
0.58% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
18,018
shares
|
$6.27 Million
0.18% of portfolio
|
Q2 2025
Reduced 69.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
17,938
shares
|
$6.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 80.11%
|