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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
12,532
shares
|
$3.77 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
12,521
shares
|
$3.76 Million
0.17% of portfolio
|
Q1 2025
Added 81.04%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
12,517
shares
|
$3.76 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
12,478
shares
|
$3.75 Million
0.32% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,476
shares
|
$3.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
12,440
shares
|
$3.74 Million
3.31% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
12,400
shares
|
$3.73 Million
0.18% of portfolio
|
Q1 2025
Reduced 34.6%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
12,389
shares
|
$3.72 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
12,379
shares
|
$3.72 Million
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Empire Life Investments Inc.
|
May 09, 2025 Q1 2025 |
12,322
shares
|
$3.7 Million
0.43% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$3.69 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
12,280
shares
|
$3.69 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
12,232
shares
|
$3.68 Million
0.68% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
12,223
shares
|
$3.67 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
12,219
shares
|
$3.67 Million
0.1% of portfolio
|
Q1 2025
Added 73.49%
|
|
|
Thematics Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
12,218
shares
|
$3.67 Million
0.33% of portfolio
|
Q1 2025
Added 17.73%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
12,183
shares
|
$3.66 Million
0.54% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
12,161
shares
|
$3.66 Million
0.18% of portfolio
|
Q1 2025
Added 66.95%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
12,150
shares
|
$3.65 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
12,148
shares
|
$3.65 Million
1.97% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,115
shares
|
$3.64 Million
0.52% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
12,114
shares
|
$3.64 Million
1.37% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
12,106
shares
|
$3.64 Million
0.7% of portfolio
|
Q3 2023
Reduced 23.78%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
12,074
shares
|
$3.63 Million
0.17% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,986
shares
|
$3.6 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.72%
|