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 |
|---|---|---|---|---|---|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
17,810
shares
|
$5.35 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
17,722
shares
|
$5.33 Million
1.08% of portfolio
|
Q2 2022
Added 468.92%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
17,693
shares
|
$5.32 Million
0.49% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,642
shares
|
$5.3 Million
0.46% of portfolio
|
Q1 2025
Added 270.94%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
17,581
shares
|
$5.28 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
17,550
shares
|
$5.28 Million
0.16% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
17,462
shares
|
$5.25 Million
1.7% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,460
shares
|
$5.25 Million
0.25% of portfolio
|
Q3 2022
Added 224.96%
|
|
|
Chronos Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
17,447
shares
|
$5.24 Million
4.98% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
17,384
shares
|
$5.23 Million
1.07% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
17,381
shares
|
$5.22 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
17,305
shares
|
$5.2 Million
0.66% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
17,288
shares
|
$5.2 Million
1.86% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
17,270
shares
|
$5.19 Million
3.41% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
17,267
shares
|
$5.19 Million
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
17,248
shares
|
$5.18 Million
0.7% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
17,240
shares
|
$5.18 Million
0.54% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
17,200
shares
|
$5.17 Million
0.34% of portfolio
|
Q4 2024
Reduced 37.91%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,138
shares
|
$5.15 Million
0.29% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
17,100
shares
|
$5.14 Million
0.92% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
17,007
shares
|
$5.11 Million
2.39% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
16,965
shares
|
$5.1 Million
1.11% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
16,939
shares
|
$5.09 Million
1.9% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
16,923
shares
|
$5.09 Million
2.67% of portfolio
|
Q3 2023
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
16,875
shares
|
$5.07 Million
0.21% of portfolio
|
Q1 2025
Reduced 39.53%
|