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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
16,614
shares
|
$5.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 66.11%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
16,594
shares
|
$5.77 Million
0.19% of portfolio
|
Q2 2025
Reduced 46.84%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,484
shares
|
$5.73 Million
2.18% of portfolio
|
Q2 2022
Reduced 0.21%
|
|
|
Winmill & Co. Inc
Millbrook, NY |
Aug 01, 2025 Q2 2025 |
16,475
shares
|
$5.73 Million
1.49% of portfolio
|
Q2 2020
Added 5.61%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
16,411
shares
|
$5.71 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
16,377
shares
|
$5.7 Million
0.14% of portfolio
|
Q2 2025
Added 261.12%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
16,376
shares
|
$5.7 Million
0.84% of portfolio
|
Q4 2022
Added 152.33%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
16,358
shares
|
$5.69 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
16,356
shares
|
$5.69 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
16,249
shares
|
$5.65 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
16,233
shares
|
$5.65 Million
0.16% of portfolio
|
Q2 2025
Reduced 55.15%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
16,164
shares
|
$5.62 Million
0.24% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,118
shares
|
$5.61 Million
0.1% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
16,062
shares
|
$5.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
16,007
shares
|
$5.57 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,996
shares
|
$5.56 Million
1.33% of portfolio
|
Q1 2024
Added 228.39%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
15,958
shares
|
$5.55 Million
0.35% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
15,951
shares
|
$5.55 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
15,950
shares
|
$5.55 Million
0.2% of portfolio
|
Q2 2025
Reduced 39.89%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
15,915
shares
|
$5.54 Million
1.63% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
15,889
shares
|
$5.53 Million
0.34% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
15,877
shares
|
$5.52 Million
0.47% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,876
shares
|
$5.52 Million
0.09% of portfolio
|
Q2 2025
Added 228.63%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
15,863
shares
|
$5.52 Million
0.68% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
15,846
shares
|
$5.51 Million
1.68% of portfolio
|
Q2 2025
Reduced 8.25%
|