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 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%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
10,771
shares
|
$3.24 Million
0.09% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
10,758
shares
|
$3.23 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
10,706
shares
|
$3.22 Million
1.54% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
10,703
shares
|
$3.22 Million
1.51% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
10,669
shares
|
$3.21 Million
0.59% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,656
shares
|
$3.2 Million
0.43% of portfolio
|
Q4 2023
Added 1.72%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
10,655
shares
|
$3.2 Million
1.1% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
10,600
shares
|
$3.19 Million
0.46% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
10,514
shares
|
$3.16 Million
0.45% of portfolio
|
Q1 2025
Added 17.8%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,501
shares
|
$3.16 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
10,500
shares
|
$3.16 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,435
shares
|
$3.14 Million
0.33% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
10,403
shares
|
$3.13 Million
1.64% of portfolio
|
Q1 2025
Added 15.18%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
10,395
shares
|
$3.12 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
10,394
shares
|
$3.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 41.13%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
10,342
shares
|
$3.11 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
10,320
shares
|
$3.1 Million
2.32% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
May 15, 2025 Q1 2025 |
10,302
shares
|
$3.1 Million
1.16% of portfolio
|
Q1 2025
Reduced 81.4%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$3.09 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
10,296
shares
|
$3.09 Million
0.18% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,294
shares
|
$3.09 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
10,262
shares
|
$3.08 Million
3.28% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,230
shares
|
$3.07 Million
0.27% of portfolio
|
Q1 2025
Reduced 10.23%
|