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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
11,969
shares
|
$3.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
11,931
shares
|
$3.59 Million
1.95% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
11,915
shares
|
$3.58 Million
2.86% of portfolio
|
Q4 2022
Added 0.89%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,883
shares
|
$3.57 Million
1.41% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
11,872
shares
|
$3.57 Million
1.71% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
11,825
shares
|
$3.55 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
11,808
shares
|
$3.55 Million
1.5% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
11,804
shares
|
$3.55 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
11,765
shares
|
$3.54 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,761
shares
|
$3.54 Million
0.25% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
11,725
shares
|
$3.52 Million
0.46% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
11,724
shares
|
$3.52 Million
0.04% of portfolio
|
Q2 2025
Reduced 96.22%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
11,689
shares
|
$3.51 Million
2.15% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,688
shares
|
$3.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 87.75%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
11,657
shares
|
$3.5 Million
1.65% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
11,567
shares
|
$3.48 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,556
shares
|
$3.47 Million
2.24% of portfolio
|
Q3 2023
Reduced 0.34%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
11,551
shares
|
$3.47 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
11,500
shares
|
$3.46 Million
2.47% of portfolio
|
Q4 2017
Added 27.78%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
11,500
shares
|
$3.46 Million
1.43% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
11,473
shares
|
$3.45 Million
3.2% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
11,462
shares
|
$3.45 Million
0.15% of portfolio
|
Q1 2025
Added 8.6%
|