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 4,024 institutions that hold shares in the stock, with a total of 786 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
14,755
shares
|
$4.44 Million
1.28% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
14,748
shares
|
$4.43 Million
2.47% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
14,721
shares
|
$4.42 Million
0.54% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
14,710
shares
|
$4.42 Million
4.4% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
14,668
shares
|
$4.41 Million
2.58% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,663
shares
|
$4.41 Million
0.37% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
14,564
shares
|
$4.38 Million
1.2% of portfolio
|
Q1 2025
Added 62.93%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,535
shares
|
$4.37 Million
0.63% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
14,508
shares
|
$4.36 Million
1.94% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
14,477
shares
|
$4.35 Million
1.78% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
14,462
shares
|
$4.35 Million
2.14% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
14,388
shares
|
$4.32 Million
0.54% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Jpb Foundation
New York, NY |
May 15, 2025 Q1 2025 |
14,355
shares
|
$4.31 Million
0.98% of portfolio
|
Q4 2024
Reduced 79.88%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,345
shares
|
$4.31 Million
0.1% of portfolio
|
Q2 2022
Added 2.28%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
14,342
shares
|
$4.31 Million
0.61% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
14,324
shares
|
$4.31 Million
0.82% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
14,303
shares
|
$4.3 Million
0.49% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
14,283
shares
|
$4.29 Million
0.63% of portfolio
|
Q1 2025
Reduced 41.98%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
14,192
shares
|
$4.27 Million
0.33% of portfolio
|
Q2 2025
Added 39.52%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,171
shares
|
$4.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
14,148
shares
|
$4.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 91.25%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
14,115
shares
|
$4.24 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
14,107
shares
|
$4.24 Million
0.04% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
14,057
shares
|
$4.23 Million
0.67% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
14,054
shares
|
$4.22 Million
1.67% of portfolio
|
Q1 2025
Added 0.01%
|