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 |
|---|---|---|---|---|---|
|
Community Financial Services Group, LLC
Newport, VT |
Apr 23, 2025 Q1 2025 |
13,915
shares
|
$4.18 Million
1.58% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
13,889
shares
|
$4.17 Million
0.83% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
13,887
shares
|
$4.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 55.97%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,874
shares
|
$4.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
13,866
shares
|
$4.17 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
13,850
shares
|
$4.16 Million
0.42% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,821
shares
|
$4.15 Million
0.23% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
13,785
shares
|
$4.14 Million
0.33% of portfolio
|
Q2 2025
Added 53.99%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,754
shares
|
$4.13 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.79%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
13,752
shares
|
$4.13 Million
0.15% of portfolio
|
Q1 2025
Added 45.37%
|
|
|
Health Invest Partners Ab
|
Jul 14, 2025 Q2 2025 |
13,727
shares
|
$4.13 Million
1.93% of portfolio
|
Q2 2025
Reduced 46.76%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
13,607
shares
|
$4.09 Million
2.11% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
13,585
shares
|
$4.08 Million
1.83% of portfolio
|
Q4 2022
Reduced 3.04%
|
|
|
Eagle Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
13,574
shares
|
$4.08 Million
3.15% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
13,572
shares
|
$4.08 Million
1.75% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
13,565
shares
|
$4.08 Million
1.26% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,557
shares
|
$4.07 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
13,526
shares
|
$4.07 Million
0.27% of portfolio
|
Q1 2025
Added 33.5%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,427
shares
|
$4.04 Million
0.29% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
13,395
shares
|
$4.03 Million
0.28% of portfolio
|
Q1 2025
Added 376.35%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
13,361
shares
|
$4.02 Million
0.44% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,347
shares
|
$4.01 Million
0.11% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
13,340
shares
|
$4.01 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
13,291
shares
|
$4 Million
0.11% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
13,271
shares
|
$3.99 Million
2.0% of portfolio
|
Q1 2025
Reduced 0.77%
|