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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,397
shares
|
$3.43 Million
0.66% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
11,328
shares
|
$3.4 Million
3.9% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
11,323
shares
|
$3.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,322
shares
|
$3.4 Million
0.34% of portfolio
|
Q1 2025
Added 19.86%
|
|
|
Brown Shipley& CO LTD
London, X0 |
May 14, 2025 Q1 2025 |
11,305
shares
|
$3.4 Million
3.35% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,299
shares
|
$3.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 46.0%
|
|
|
Rench Wealth Management, Inc.
Denton, TX |
May 15, 2025 Q1 2025 |
11,286
shares
|
$3.39 Million
2.08% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,274
shares
|
$3.39 Million
0.24% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
11,229
shares
|
$3.38 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,168
shares
|
$3.36 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
11,152
shares
|
$3.35 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Lfs Asset Management
San Ramon, CA |
Dec 05, 2022 Q3 2022 |
11,078
shares
|
$3.33 Million
5.65% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
11,036
shares
|
$3.32 Million
0.36% of portfolio
|
Q2 2024
Added 46.99%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,029
shares
|
$3.32 Million
0.15% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
11,013
shares
|
$3.31 Million
0.4% of portfolio
|
Q1 2025
Reduced 83.72%
|
|
|
Mufg Securities Emea PLC
London, X0 |
May 12, 2025 Q1 2025 |
10,999
shares
|
$3.31 Million
0.14% of portfolio
|
Q1 2025
Reduced 47.76%
|
|
|
Beecher Investors Inc
|
Nov 10, 2022 Q3 2022 |
10,965
shares
|
$3.3 Million
9.1% of portfolio
|
Q3 2022
Reduced 24.97%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
10,964
shares
|
$3.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
10,857
shares
|
$3.26 Million
2.31% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
10,849
shares
|
$3.26 Million
2.16% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
10,843
shares
|
$3.26 Million
2.04% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
10,822
shares
|
$3.25 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.99%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
10,818
shares
|
$3.25 Million
0.62% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
10,792
shares
|
$3.24 Million
0.22% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
10,776
shares
|
$3.24 Million
0.38% of portfolio
|
Q1 2025
Reduced 8.43%
|