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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
11,165
shares
|
$3.88 Million
0.16% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
11,161
shares
|
$3.88 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
11,128
shares
|
$3.87 Million
1.54% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
11,090
shares
|
$3.86 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$3.85 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
11,054
shares
|
$3.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$3.84 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,029
shares
|
$3.84 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Lrt Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,973
shares
|
$3.82 Million
2.04% of portfolio
|
Q2 2025
Added 90.9%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
10,965
shares
|
$3.81 Million
9.1% of portfolio
|
Q3 2022
Reduced 24.97%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
10,964
shares
|
$3.81 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
10,961
shares
|
$3.81 Million
0.63% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
10,888
shares
|
$3.79 Million
0.17% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,878
shares
|
$3.78 Million
0.21% of portfolio
|
Q2 2025
Added 85.03%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
10,877
shares
|
$3.78 Million
1.12% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,864
shares
|
$3.78 Million
0.14% of portfolio
|
Q2 2025
Added 70.26%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
10,849
shares
|
$3.77 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,825
shares
|
$3.77 Million
0.25% of portfolio
|
Q2 2025
Added 16.66%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
10,825
shares
|
$3.77 Million
0.09% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
10,807
shares
|
$3.76 Million
0.78% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
10,792
shares
|
$3.75 Million
0.22% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
10,770
shares
|
$3.75 Million
0.85% of portfolio
|
Q2 2025
Reduced 20.85%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
10,692
shares
|
$3.72 Million
0.72% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
10,677
shares
|
$3.71 Million
0.08% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
10,672
shares
|
$3.71 Million
0.88% of portfolio
|
Q2 2025
Added 35.91%
|