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 4,037 institutions that hold shares in the stock, with a total of 794 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 |
|---|---|---|---|---|---|
|
Elwood Capital Partners LP
New York, NY |
May 14, 2025 Q1 2025 |
18,809
shares
|
$5.7 Million
8.52% of portfolio
|
Q1 2025
Added 288.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
18,769
shares
|
$5.69 Million
0.77% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
18,749
shares
|
$5.68 Million
0.32% of portfolio
|
Q1 2025
Added 63.46%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
18,748
shares
|
$5.68 Million
0.1% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
18,737
shares
|
$5.68 Million
0.49% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
18,680
shares
|
$5.66 Million
0.98% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
18,678
shares
|
$5.66 Million
1.46% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
18,657
shares
|
$5.65 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
18,608
shares
|
$5.64 Million
0.71% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
18,606
shares
|
$5.64 Million
0.26% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
18,584
shares
|
$5.63 Million
1.84% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Unison Asset Management LLC
|
Apr 23, 2025 Q1 2025 |
18,547
shares
|
$5.62 Million
5.39% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
18,498
shares
|
$5.6 Million
1.35% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
18,497
shares
|
$5.6 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
18,406
shares
|
$5.58 Million
0.29% of portfolio
|
Q1 2025
Added 10.65%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,294
shares
|
$5.54 Million
0.35% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
18,192
shares
|
$5.51 Million
1.0% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
18,158
shares
|
$5.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
18,155
shares
|
$5.5 Million
1.24% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
18,093
shares
|
$5.48 Million
0.58% of portfolio
|
Q4 2024
Added 16.06%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
18,026
shares
|
$5.46 Million
0.52% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
18,018
shares
|
$5.46 Million
0.18% of portfolio
|
Q2 2025
Reduced 69.75%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
17,937
shares
|
$5.43 Million
3.77% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
17,886
shares
|
$5.42 Million
2.01% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
17,867
shares
|
$5.41 Million
0.34% of portfolio
|
Q1 2025
Added 1.26%
|